About the role
FinEx AI summary
Senior family office consultant developing and serving HNW/UHNW client relationships via customised wealth solutions. Leads onboarding, portfolio reviews, multi-asset allocation, cross-border planning, and coordination of investment, legal, tax and trust experts. Requires 5+ years licensed wealth management, SFC Type 1/4/9, CFA/CFP preferred, and strong Greater China/Asia networks.
Core skills
HNW/UHNW client relationship managementmulti-asset allocationcross-border wealth planningclient onboardingportfolio reviewtrust and family succession planning