Part of Phaidon International
Part of Phaidon International
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Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Key ResponsibilitiesPartner with Relationship Managers on new business opportunities and existing client relationships across Asia.Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.Develop tailored strategies to address clients' personal, family, and business wealt...
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This new high-profile advisory role will partner closely with Relationship Managers to deliver sophisticated wealth planning solutions to UHNW and HNW clients across Asia.You will act as a technical specialist, supporting client acquisition, deepening existing relationships, and providing holistic advice across succession and wealth structuring mat...
The Head of Trust will lead the Trust Services division, overseeing the administration, development, and compliance of trust structures for ultra-high-net-worth individuals (UHNWIs). This role is critical in ensuring fiduciary excellence, regulatory compliance, and the strategic growth of the trust business in Singaporen.Key Responsibilities:Lead a...
Our client is seeking an experienced Trust Director to lead their Hong Kong Trust Services team. The successful candidate will be responsible for overseeing the delivery of trust and fiduciary services to a portfolio of high-net-worth and ultra-high-net-worth clients, family offices, private banks and intermediaries. This role will provide strate...