Wealth Manager for a High-Net-Worth Family

Overview

Oversee financial, tax, legal, and administrative affairs for a high‑net‑worth family and trusts.

Key Responsibilities

• data confidentiality
• privacy management
• information security

Tasks

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

Requirements

• investment portfolio
• financial modeling
• mba
• cpa
• cfa
• 5+ years

What You Bring

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

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About Barnard

-With a focus on complex, large-scale projects, they have earned a reputation for tackling the toughest challenges. -They specialize in water infrastructure, transportation, energy, and marine projects across the U.S. -Known for their expertise in managing projects that require specialized knowledge and innovative solutions. -Barnard has built a diverse portfolio, including energy plants, dams, tunnels, and complex transportation systems. -Their success stems from a combination of strong project management, technical expertise, and a commitment to quality. -Barnard's ability to deliver projects on time and within budget makes them a trusted partner in the industry.

Sector Specialisms