High Net Worth Family Office Advisor
2 weeks ago
We are seeking an experienced Family Office Senior Consultant to join our team. As a key member of our family office, you will be responsible for providing high-level advisory services to our clients.
This is a unique opportunity to work closely with high-net-worth individuals and families, assisting them with their wealth management needs. You will have the ability to make a real impact on their financial lives.
- Provide expert advice on investment strategies, tax planning, and wealth management
- Develop and implement comprehensive financial plans tailored to each client's needs
- Build and maintain strong relationships with clients and their advisors
To be successful in this role, you will need to have:
- A minimum of 5 years' experience in consulting, tax, or accounting with exposure to family office or private client services
- The ability to perform complex analysis, deliver reports, and distill technical information into clear, actionable advice
- Strong interpersonal, time management, and communication skills
- A big-picture thinker with a critical and analytical lens
We offer a dynamic and supportive work environment, opportunities for professional development and career growth, and a competitive salary package.
About UsWe are a leading provider of audit, accounting, tax, and business advisory services to mid-market businesses. Our team is dedicated to delivering exceptional client service and helping our clients achieve their goals.
BenefitsWe offer a range of benefits, including:
- Ongoing professional development and training opportunities
- A competitive salary package
- A dynamic and supportive work environment
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