Description

Financial Wealth Manager to take ownership of the coordination and management of complex financial affairs for high-net-worth individuals and families.

This is a hands-on, technically demanding and administratively intensive role suited to someone who combines strong accounting and financial knowledge with exceptional organisation, attention to detail and follow-through.

Requirements

Accounting and financial reporting
Individual, company and trust taxation
Companies, trusts and other legal structures
Banking and treasury matters
Investments and wealth management
Estate and succession planning
Cross-border financial and tax matters
External accountants, attorneys, tax advisers, bankers and other professional service providers
Client administration, workflows, deadlines and deliverables