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Job Description

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