Wealth Management Jobs

We are partnering with a private bank in a search for a Wealth Planner to join their team in Dubai.Job DescriptionThe candidate will serve as technical expert and resource on wealth planning matters, including but not limited to trust, insurance, tax advisory and family office advisory - both for prospects and clients.You will work closely with the...

In this role you will support the Head of Trustee Services in managing operations, ensuring regulatory compliance, and delivering high-quality trust solutions. This role is pivotal in maintaining service excellence and strengthening client relationships as part of the financial offerings. Key ResponsibilitiesTrust ManagementServe as the Resident ...

Fund Accountant Location: New York, NY Job Type: On-Site Salary: $150,000-225,000/year + Bonus Client/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 ac...

My client is top Chinese private wealth management firm. They have strong banking background and is growing rapidly in Hong Kong. They have achieved a strong results this year and is now adding a new headcount to support their growth. Responsibilities:Conduct in-depth consultations with clients to understand their investment goals, financial situat...

Our client, a nationally recognized independent wealth management firm with offices across major U.S. markets, is seeking a Corporate Development Analyst/Associate to join their dynamic team. This is a unique opportunity to work directly with senior leadership-including the CEO-on strategic growth initiatives for a fast-growing, acquisitive registe...