Wealth Management Jobs
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Senior Wealth Planner Private Bank
Job Summary:As a Senior Wealth Planner, you will play a key role in delivering holistic wealth planning solutions to high-net-worth individuals and families. You will work closely with Relationship Managers and external advisors to design and implement bespoke strategies involving trusts, insurance, family governance, and succession planning. This ...
VP, Investment Counsellor International PB
Our client is an international private bank with strong growth in recent year. They are now seeking an experienced and passionate investment professional to deliver advisory solutions to HNW/UHNW clients. Job Responsibilities: Build and maintain relationships with affluent and high-net-worth clients by providing tailored investment guidance.Deliv...
Financial Advisor
Firm Overview: We are a boutique, independent Registered Investment Advisor (RIA) firm structured as a multifamily office, serving ultra-high-net-worth families with comprehensive, concierge-level financial services. Our mission is to deliver deeply personalized wealth management, estate planning, tax strategy, and investment advisory services thro...
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Head of Accounting
A corporate services family office based in Luxembourg, is looking for a Head of Accounting. They provide tailored solutions for high-net-worth individuals and corporate clients, combining expertise in structuring, administration, and compliance with a strong focus on client relationships and operational excellence. Responsibilities:Lead and overse...
Trust Documentation
Our client as an international trust provider. Job Purpose: Support trust administration by managing and clearing File Notes, coordinating with Trust Relationship Managers, Administrators, and Client Accounting teams, and ensuring timely completion of workflows for reportable transactions.Key Responsibilities:Review and clear weekly File Notes repo...
Fund Accountant
Fund AccountantLocation: New York, NYJob Type: On-SiteSalary: $150,000-225,000/year + BonusClient/Job Summary:Our client is an asset manager seeking a Fund Accountant to help with the launch of a new equity multi-strat fund. Responsibilities would span all fund accounting activities as well as touch on some middle office functions in trading and op...