
Private Wealth Operations Manager
3 days ago
Job Title: Private Wealth Operations Manager
Description:
We are seeking a highly skilled Private Wealth Operations Manager to join our team. As a key member of our family office, you will be responsible for ensuring the efficient and compliant management of our financial operations.
Key Responsibilities:
- Financial Management: Handle daily bookkeeping, payments, financial reporting, and tax filings to ensure financial compliance.
- Settlement Support: Assist with account reconciliations and settlements for US stocks and HK stocks, ensuring accurate trade data.
Requirements:
- Proven experience in financial operations, preferably in a private wealth or family office setting.
- Strong knowledge of financial regulations and compliance requirements.
- Excellent analytical and problem-solving skills.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work with a dynamic and growing organization.
- A collaborative and supportive work environment.
About Us:
We are a leading provider of private wealth management services. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.
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