About the role
FinEx AI summary
Assists senior family office consultants in serving multi-family clients and implementing tailored wealth solutions. Handles client onboarding, KYC/AML document review, account administration, CRM maintenance, and client reporting. Coordinates with investment, legal, tax, and trust partners and supports client events, while ensuring SFC compliance.
Core skills
Client onboardingKYC/AML complianceAccount administrationCRM systemsClient reportingTrust structures