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
Requirements
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
