Wealth Planning Associate - Private Bank
In this role would be responsible for the following; Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies and the set-up of family office in HK and SG Works closely with Department Head and Private Wealth Advisors to service relationships with existing clients by identifying and meeting their Wealth Planning needs Serves as first point of contact for Private Wealth Advisors' enquiries relating to the range of wealth planning solutions offered by the Bank, including but not limited to Insurance Premium Financing Preparation of presentation material to facilitate discussion with existing and prospect clients of the Bank Requirements Ideally previous experience working in a private bank, trust company, legal or CPA firm. Good inter-personal and communication skills / Interaction Skills Team Player Ability to multi task and deal with intermediaries and colleagues on basic enquiries.
S$80000 - S$150000 per annum
Singapore
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Private Banker (EAM)
Lead efforts to identify and attract new high-net-worth clients to the family office platform, working with senior team members to develop and execute a client acquisition strategy. Oversee the client onboarding process, ensuring that all documentation, compliance checks, and legal requirements are met in a seamless and efficient manner. Conduct initial client meetings, understanding their wealth management needs, objectives, and risk tolerance, and introduce them to the family office's services and solutions. Develop and maintain long-term, trust-based relationships with external clients, ensuring their needs are continuously met through personalized wealth management strategies. Provide ongoing support and guidance to clients, keeping them informed on portfolio performance, new investment opportunities, and the family office's offerings. Serve as the key point of contact for clients, responding to inquiries and ensuring the highest level of client satisfaction. Continuously evaluate client satisfaction and identify opportunities to enhance the client experience, driving client loyalty and retention. Work with the team to offer additional services to clients, such as estate planning, tax optimization, philanthropic initiatives, and other value-added solutions. Track client engagement and ensure all aspects of the relationship are well-managed and that clients are receiving consistent, high-quality service.
Negotiable
Singapore
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Corporate Officer
As a Corporate Officer in a Corporate Services Providing family-office in Luxembourg, you will play a pivotal role in ensuring the effective management and administration of the corporate services. You will be responsible for maintaining strong relationships with clients, regulatory bodies, and internal teams. Your expertise will contribute to our ongoing success and help us uphold our reputation for excellence. Key Responsibilities: Manage and administer a portfolio of client companies and trusts. Ensure compliance with regulatory requirements and internal policies. Prepare and review legal documents, including agreements, resolutions, and minutes. Maintain accurate records and documentation. Liaise with clients, advisors, and regulatory authorities to address queries and provide support. Oversee the preparation and submission of statutory filings and reports. Assist with the onboarding of new clients and the establishment of new entities. Participate in client meetings and provide expert advice on corporate governance and fiduciary matters. Support the senior management team in strategic initiatives and business development activities. Qualifications: Bachelor's degree in Law, Finance, Business Administration, or a related field. Professional qualifications (e.g., STEP, ICSA) are advantageous. Proven experience in a similar role within the trust and fiduciary services industry. Strong understanding of Luxembourgish regulatory frameworks. Excellent communication and interpersonal skills. Attention to detail and a commitment to maintaining high standards of compliance and integrity. Ability to work independently and as part of a team.
Negotiable
Luxembourg
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Operations Specialist
Title: Operations Specialist Location: Parsippany, New Jersey Compensation: 60k to 90k Job Overview: Currently looking representing a growing financial services firm that is looking to add an Operations Specialist to their team. This role involves supporting the Operations Manager by handling the operational details of transitions, particularly the custodial aspects, client issues, on-boarding, and managing data input for paperwork and asset transfers. The ideal candidate will have a passion for operations and a background in the financial services industry, with strong task management, progress tracking, and communication skills. Key Responsibilities: Serve as a liaison for advisors and internal departments, escalating complex issues when needed. Track transition progress, maintaining accurate records of tasks, documentation, and communication. Manage daily account transfers, client data migration, and paperwork to ensure smooth execution of processes. Supervise the transition process for new clients, ensuring tasks are completed on time and accurately. Serve as a liaison for advisors and internal departments, escalating complex issues when needed. Work with internal teams to ensure smooth on-boarding experience. Monitor transition progress and maintain detailed records. Qualifications: Bachelor's degree in Business, Finance, or a related field. 3+ years of experience in client services, operations or an administrative role within financial services Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines. Excellent communication and interpersonal skills, with a service-oriented mindset. Experience with Fidelity, Salesforce, Schwab, and/or Orion, is a plus.
US$60000 - US$90000 per year
Parsippany-Troy Hills Township
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Bilanzbuchhalter (m/w/d)
Aufgaben Unterstützung bei der Analyse, Optimierung und Digitalisierung der Abteilung Finance & Consolidation Entwicklung und Weiterentwicklung von Cash- und Liquiditätsplanungen sowie Buchführungs- und Bilanzierungsrichtlinien Gestaltung und Implementierung neuer Prozesse und Projekte, z. B. einheitliche Kontenpläne und Stammdatenverwaltung Pflege der Kontenpläne sowie Durchführung von Bilanzierungs- und Kontenabstimmungen (IC-Transaktionen, GuV-Analysen auf Vollständigkeit) Unterstützung der Teammitglieder im Tagesgeschäft, bei Sonderaufgaben, Problemfällen und Abschlüssen Mitarbeit bei der Entwicklung und Einführung neuer Standards im Rahmen von SAP S/4HANA Profil Erfolgreich abgeschlossene Prüfung zum Bilanzbuchhalter (m/w/d), Studium der Betriebswirtschaftslehre mit Schwerpunkt Accounting oder vergleichbare Qualifikation 4+ Jahre Berufserfahrung im Finanzwesen oder Konzernrechnungswesen Fundierte Kenntnisse in der Digitalisierung, Harmonisierung und Standardisierung von Accounting-Prozessen (Erfahrung als Key-User FI von Vorteil) Bereitschaft zur kontinuierlichen Weiterentwicklung Eigenverantwortliche und strukturierte Arbeitsweise sowie ausgeprägte Kommunikationsfähigkeit Benefits Abwechslungsreiche und eigenverantwortliche Tätigkeiten Attraktive Corporate Benefits wie JobRad, Obstkorb, kostenlose Getränke, kostenlose E-Tankstellen, Mitarbeiter-WLAN und Mitarbeiter-App Betriebliches Gesundheitsmanagement mit Sportprogramm, Betriebsarzt und Präventionsangeboten Möglichkeit zum mobilen Arbeiten (Home Working) in Absprache mit der Führungskraft Gezielte Weiterbildungsmöglichkeiten und Seminare Teamorientierte Arbeitsatmosphäre Lebensarbeitszeitkonto und betriebliche Altersvorsorge Sicherer Arbeitsplatz
Negotiable
Schwäbisch Hall
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Senior Tax Accountant
Job Title: Senior Tax Accountant Location (Hybrid): West Hollywood, CA / Nashville, TN Job Type: Full-time Compensation: $75,000 - $120,000 base salary + discretionary bonus Description: We are working with a well-renowned business management firm serving high-net-worth clients in the sports and entertainment industry. They provide comprehensive financial and advisory services such as accounting, tax, tour management and wealth management. They create a financial foundation and path to sustain growth and stability which allows their clients to focus on their fullest professional and personal goals. Responsibilities: Prepare individual, corporate, trust, fiduciary, exempt, and various other tax returns on both the federal and state level Look over the preparation of quarterly tax projections as well as quarterly and annual payroll tax returns Calculate and distribute W-2s and 1099s Assist the Tax Manager with coordinating audits, creating/dissolving entities, and engaging in tax-related training with staff-accountants Report directly to the Tax Director. Qualifications: BS in Accounting, Finance, or Economics Experience working with High-Net-Worth Individuals and providing financial/tax services At least 3 years of experience overseeing multiple projects simultaneously Experience working in a business management firm, public accounting firm, or withing the entertainment industry Preferred: MS in Taxation *Active CPA required in California or Tennessee*
US$75000 - US$120000 per year
Los Angeles
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Quantitative Futures Trader
We are seeking a Quantitative Futures Trader with at least 1 year of experience to join a dynamic team. In this role, you will develop and execute data-driven trading strategies in futures markets while collaborating closely with traders, researchers, and developers. Key Responsibilities: Develop and refine quantitative trading strategies in futures markets. Monitor and manage trades in real-time, ensuring adherence to risk guidelines. Work collaboratively with a multidisciplinary team of traders, researchers, and developers to enhance strategy performance and execution. Analyze historical and live market data to identify profitable opportunities and improve existing models. Qualifications: 1+ years of experience at a proprietary trading firm, hedge fund, or similar environment. Proficiency in Python or C++ for quantitative research and strategy development. Hands-on experience working on a trading desk with exposure to other traders, researchers, and developers. Strong analytical and problem-solving skills with an understanding of market microstructure and risk management. What We Offer: A collaborative and innovative environment. Competitive compensation tied to performance. Opportunities for growth and skill development. Opportunity to work with industry veterans from top firms and academic minds.
US$100000 - US$200000 per annum + Bonus
Chicago
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Analyst/Manager - Business Development
Job Title: Corporate Development Analyst Salary: $100,000 + Bonus Company Summary: We are currently partnered with a leading Casino & Hospitality company looking to add a Corporate Development Analyst to their team in Fort Lauderdale, FL. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is a growth hire for this team as they have a number of active and exciting projects and looking to continue broadening the scope of the team. This Corporate Development Analyst will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios and conduct in depth fundamental, financial and operational due diligence and analysis on new business development opportunities, investments and acquisitions. Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate a potential development project, acquisition targets, and other corporate development and investment opportunities. Assist in day-to-day deal and project execution. Analyze market trends and conduct market research. This Corporate Development Analyst should have the following qualification: 1-2 years in Investment Banking. Experience within real estate, casinos, or hospitality preferred but not required. Bachelors in Finance, Economics, Business or related fields. Located in or willing to relocate to Fort Lauderdale, FL. If you are interested in this Corporate Development Analyst position, do not wait to apply!
Up to US$100000 per year
Davie
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HNW Insurance Case Manager
Our client is an international insurance broker looking for a Case Manager to join their team in Hong Kong. Responsibilities: Collaborate closely with the Sales team to provide customized insurance-based solutions for High Net Worth (HNW) clients Manage cases end-to-end, ensuring efficient processing of insurance applications and maintaining close coordination with international insurance carriers and business partners Prepare client-facing illustrations, product comparisons, and presentations to support the sales process Arrange medical examinations and oversee fulfillment of underwriting requirements Deliver after-sales policy servicing and support to clients Participate in initiatives to improve internal processes and assist with ad-hoc projects as needed Qualifications: 3+ years of experience in a client-facing insurance or financial services role, preferably supporting High Net Worth clientele General understanding of insurance products and solutions for HNW individuals Excellent communication and presentation skills to liaise effectively with clients and insurance providers Attention to detail and ability to manage multiple tasks and deadlines efficiently Collaborative mindset and willingness to contribute to process improvement efforts Fluency in English, with additional language skills preferred
Negotiable
Hong Kong
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Senior Tax Manager
Job Title: Senior Tax Manager Location: Nashville, TN About Our Client: Our client, a leading business management firm in Nashville, TN, specializes in serving high-net-worth individuals, professional athletes, and entertainers. With a focus on the sports and entertainment sectors, the firm provides comprehensive financial and tax services to clients who require tailored solutions to complex financial needs. Position Overview: Our client is seeking a Senior Tax Manager to join their growing team. This role will focus on providing strategic tax planning and compliance services to high-profile clients in the sports and entertainment industries. As a Senior Tax Manager, you will work directly with clients to ensure their financial success and will have the opportunity to lead a team of tax professionals. Key Responsibilities: Lead and manage a portfolio of sports and entertainment clients, overseeing tax planning, compliance, and advisory services. Prepare and review complex individual and business tax returns, ensuring compliance with federal, state, and local regulations. Provide proactive tax advice, identifying opportunities for tax savings and business structuring. Manage tax audits and collaborate with external authorities to resolve issues. Stay informed on tax laws and trends affecting the sports and entertainment industries. Mentor and supervise junior staff, fostering their growth and development. Build and maintain strong client relationships, acting as a trusted advisor. Qualifications: CPA certification required. Bachelor's degree in Accounting, Finance, or a related field. 5-7 years of tax experience, with at least 2-3 years in a managerial role, ideally in sports/entertainment. Strong expertise in tax planning and compliance for high-net-worth individuals and related entities. Experience with multi-state tax issues and complex tax returns. Knowledge of tax regulations specific to the sports and entertainment industries. Strong communication and leadership skills. Ability to manage multiple projects and work independently. Why Our Client? Competitive salary and benefits package. A dynamic, high-profile client base within sports and entertainment. Career growth opportunities in a collaborative environment. Located in Nashville, TN, a hub for music, culture, and business.
Negotiable
Nashville
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Wealth Planning - Private Weatlh
Our client is a leading financial institution looking to grow their HNW wealth planning team in Asia. Job Responsibilities Provide high quality wealth planning services to HNWIs in North Asia. Identifying wealth management needs and legacy planning solutions including trusts, tax and insurance. Create and implement a sales strategy aimed at generating new business opportunities in the high-net-worth market. Work with the sales team to identify wealth management needs of clients and introduce tailored insurance solutions for their high-net-worth portfolios. Required Qualifications Minimum of 8 years in high-net-worth business, focusing on private client solutions, wealth planning, or trust solutions. Proficient in using insurance and fiduciary structures (e.g., offshore trusts) as planning tools. Ability to build strong relationships with professional intermediaries in the private wealth sector, including trust specialists, accountants, and lawyers. Experience with the high-net-worth insurance landscape, particularly in the Mainland Chinese market. Proven ability to drive and execute initiatives on a firmwide level in the high-net-worth/private client segment. Background in private banking, wealth planning, tax advisory, or as a trustee. Fluent in Chinese, Putonghua, and English.
HK$700000 - HK$900000 per annum
Hong Kong
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