Senior Advisory Role - Family Office - Wealth Group

Department - Wealth Group

Position/Function : Wealth - Family Office

Qualifications : Master's degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)

Work Experience : 15 years+

Job / Role Responsibility :

- The family office role will involve managing investments, properties and structures of clients for the wealth group.

- Candidate to have ability to discuss investment performance, economic and market trends

Details :

- Presentations to clients on financial and tax planning options and opportunities.

- Direct consultation with attorneys, accountants and other advisors on financial, tax and estate planning.

- Client meeting planning, facilitation and presentation.

- Develop and/or deliver private wealth education sessions to clients and staff.

- Develop a knowledge of the client's entire financial and family situation and be able to structure a goals based investment and financial plan.

- Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.

- Understand and coordinate income tax planning and work closely with client tax advisors.

- Evaluate and discuss options to meet client philanthropic goals.