Teil von Phaidon International
Teil von Phaidon International
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We are partnering with a well-established, FINMA-regulated wealth/asset management business headquartered in Zurich. The firm focuses on delivering highly personalised wealth management solutions to UHNW clients across multiple jurisdictions.The RoleThis is a hands-on Compliance Officer position offering strong exposure across the full compliance l...
Finance & Administration ManagerLocation: Westchester County, NYJob Type: OnsiteSalary: $80-130k Client/Job Summary:Our client is a global multi-family office and investment firm that is building out a new branch in White Plains and is looking for a Finance & Administration Manager. They are looking for someone to lead their accounting, finance, an...
Key ResponsibilitiesAct as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.Analyze financial data and assist in developing personalized recommendations aligned with clie...
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About the FirmWe are a privately owned investment advisory organization serving institutions, foundations, endowments, and multigenerational families. Our approach combines strategic portfolio design with extensive due diligence, manager sourcing, and risk oversight to create highly diversified investment programs across traditional and alternat...
About the FirmWe are a privately owned investment advisory organization serving institutions, foundations, endowments, and multigenerational families. Our approach combines strategic portfolio design with extensive due diligence, manager sourcing, and risk oversight to create highly diversified investment programs across traditional and alternati...
Client Services Associate - Chicago, ILOur client is a growing independent wealth management and family office platform that serves ultra-high-net-worth families, entrepreneurs, and institutional investors. The firm offers access to a broad range of investment solutions, including public markets, private investments, and alternative strategies, whi...