Wealth Management Jobs
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Senior Client Service Manager
ABOUT THE ROLEAs a Senior Client Service Manager, you will play a critical role in managing and enhancing client relationships, providing exceptional client service, acting as a trusted liaison, and executing complex financial transactions with a commitment to excellence and confidentiality. You will partner with Private Wealth Advisors, Financial ...
Financial Advisor
Job Title: Financial AdvisorLocation: Palm Beach County, FloridaFirm Type: Independent Registered Investment Advisor (RIA)Minimum AUM Requirement: $25M Transferable Assets Under ManagementCertifications Required: CFP® or Series 65Experience Required: Minimum 7 YearsAbout Us:We are a boutique, client-focused Registered Investment Advisor (RIA) firm ...
Trust Advisor
Overview:My client is seeking a highly experienced Trust Advisor to join their Fiduciary Services team. This role involves providing comprehensive support to Trustees and clients, managing a wide range of complex trust administration responsibilities. The ideal candidate will bring deep expertise in trusts, estate planning, investments, and tax law...
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Head of Legal
A leading investment management firm based in Luxembourg is seeking a highly experienced and strategic legal professional to join as Head of Legal. This role is responsible for overseeing all legal matters related to the firm's operations, with a particular focus on AIFs and UCITS. The Head of Legal will lead a small team of legal professionals and...
Trust Manager Bank Trustee
As a Trust Manager, you will play a crucial role in the onboarding process of new trust clients. You will be responsible for ensuring a seamless and efficient transition for clients, providing them with the highest level of service and support. Your key responsibilities will include:Client Onboarding: Manage the end-to-end onboarding process for ne...
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...