High Net Worth Manager

Job DescriptionWe are seeking an experienced professional to fill the role of High Net Worth Individual Manager.

Job Summary:We are seeking a skilled Wealth Underwriter to participate in the underwriting process of high-net-worth portfolio management initiatives.In this role, you will:Engage in low to moderately complex underwriting activities in support of wealth portfolio management;Analyze opportunities for process improvement within your scope of...

Job Title: HNI ManagerDescription:The ideal candidate will possess a strong background in individual taxation, with experience working on complex tax returns for high net worth individuals. A Bachelor's degree in Accounting or a related field is required, and a Master's degree in Accounting or Taxation is highly beneficial.Bachelors degree in Accounting or...

Private Client Taxation PositionWe are seeking a skilled tax professional to join our team in providing high-quality services to high-net-worth families, closely held businesses, estates, trusts, and private foundations.The ideal candidate will have experience in business taxation, with a focus on U.S. tax returns and workpapers.Possess strong analytical and...

At our firm, we foster a supportive environment where professionals thrive and grow.We empower clients with innovative solutions to address their accounting, tax, and business needs through strategic planning and execution.Ours is a team of expert tax specialists dedicated to ensuring accurate and timely tax reporting while minimizing or deferring taxes...

About UsWe are an international provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients.We have a global network of offices in over 30 countries, with a presence in Hong Kong. Our private ownership allows us to be fully committed to our client's long-term financial needs...

Wealth management plays a pivotal role in helping high net worth individuals and institutional clients achieve their financial objectives.Key Responsibilities:To offer tailored investment solutions to retail and high net worth individual clients based on assigned portfolios.Achieve business milestones by upselling the company's products and enhancing client...

Job Description:The Investment Manager will be responsible for overseeing portfolios of high net worth individuals and families, utilizing their expertise to grow and maintain these assets.Required Skills and Qualifications:5+ years of experience in investment management, preferably with private banking clientsStrong understanding of financial markets and...

About the RoleWe are seeking an experienced Private Financial Advisor to manage high net worth individual relationships, provide financial guidance and lead client engagements.

Job DescriptionRoles and Responsibility- Develop and maintain strong relationships with high net worth individuals and businesses.- Identify new business opportunities and grow existing client relationships through effective sales strategies.- Provide exceptional customer service and ensure client satisfaction.- Collaborate with internal teams to deliver...