Wealth Manager for a High-Net-Worth Family Office

Description

• The role requires handling highly confidential financial and personal information with high integrity, professionalism, and the utmost privacy.

Requirements

• Proven ability to work in a fast-paced, confidential environment supporting high-net-worth individuals or executives.
• Collaborative and capable of working with multiple professionals concurrently.
• Strong business acumen and investment sense, strategic thinker.
• Bachelor’s degree in Accounting, Business, Finance, or related field required; MBA, CPA, CFP, CFA preferred.
• Preferred: Strong knowledge of investment portfolio strategy and analysis, trust structures, estate planning, private equity, and tax strategy, ability to provide investment recommendations.
• Excellent communication, analytical thinking, financial modeling, and strategic planning skills.
• 5+ years of progressive experience in accounting and financial preparation and reporting, income tax, wealth management, investment advisory, high-net-worth family office, or corporate finance.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance