Front Office Analyst, Family Office
3 weeks ago
Responsibilities
As the successful candidate, you will be responsible for:
- Strong client support to UHNW/HNW clients
- Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks.
- Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies
- Bachelor's degree and a minimum of two years of relevant industry experience. (Family office, wealth management or other experience working with high-net-worth families is preferred)
- Demonstrated passion in high-touch client service.
- Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning
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Junior Investment Analyst
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Junior Investment Analyst
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