Wealth Structuring Jobs
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Trust Services Manager Trust Company
Our client is looking for an experienced trust administration professional to join their team in Hong Kong. Responsibilities:Manage a portfolio of client relationships for daily operations and maintain relationships with related trust partiesEnsuring client satisfaction by way of day to day administration of trust and underline entities and trust a...
Trust Business Development Support Trust Company
An international trust company are looking to hire are looking for a Business Development Support Officer in Hong Kong.Key responsibilities:Work closely with the Business Development team to support business proposals, letters of engagement etcPrepare marketing presentation and pitchbooks etcCover new client onboarding process and ensure it is perf...
Sales Support/Client Onboarding Trust Company
ResponsibilitiesCollaborate with Business Development Directors to draft proposals and letters of engagement for new business opportunities.Inform new clients about due diligence and other requirements for new client acceptance.Create and customize external sales presentations as needed, including pitch decks and key onboarding documents.Update and...
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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 ...
Assistant Controller
Job Title: Assistant ControllerLocation (Hybrid): West Hollywood, CA / Nashville, TNJob Type: Full-timeCompensation: $150,000 - $200,000+ base salary & discretionary bonusAbout Our Client:Join a prestigious business management firm renowned for serving high-net-worth clients. Our client offers a full suite of financial and advisory services, includ...
Accountant II Charlotte
Job Title: Accountant II Location: Charlotte, NC Company Summary: We are partnered with one of the largest independent construction groups globally, operating in 170 countries with expertise in construction, civil engineering, road equipment, and energy services looking to add an Accountant II to their team here in Charlotte, NC. You will play a ke...