Start Date
Immediate
Expiry Date
02 Aug, 25
Salary
20000.0
Posted On
03 May, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Wealth Management, Finance, Discretion, Cultural Sensitivity, Private Banking, Economics, Tax Planning
Industry
Financial Services
JOB DESCRIPTION:
Our client is a privately held Single-Family Office that provides comprehensive wealth management and advisory services to preserve and grow generational wealth. The Private Wealth Manager will serve as a trusted advisor to family members, overseeing all aspects of their financial wellbeing. This includes managing investment portfolios, facilitating estate and tax planning strategies, coordinating with legal and tax advisors, and ensuring seamless execution of the family’s financial vision.
REQUIREMENTS: