1. Oversee a diverse portfolio of assets for high net worth individuals and families across Europe and South America, identifying opportunities to optimize performance.
2. Serve as the primary point of contact, fostering open communication and anticipating client needs to deliver tailored solutions.
3. Develop and maintain long-term relationships by understanding clients' financial goals and providing expert guidance on wealth creation, management, and transfer strategies.
4. Support complex family governance structures and offer practical advice on managing intricate holding companies.
5. Deliver holistic investment services that cater to the unique needs of high net worth individuals and families, ensuring exceptional client satisfaction.
6. Establish trust with clients by maintaining transparency, clarity, and expertise in all financial matters.
7. Apply advanced knowledge of wealth management and asset preservation to create customized solutions.
8. Minimum 5 years of experience in a similar role, preferably within a Family Office, Private Bank, or Wealth Management firm.
9. Proven ability to analyze client needs, provide personalized advice, and stay up-to-date on market trends and portfolio performance.
10. Cultivate strong, trust-based relationships with clients through exceptional communication and interpersonal skills.
11. Demonstrate strong organizational skills, attention to detail, and commitment to risk management and compliance standards.
12. Show adaptability, proactivity, and a problem-solving mindset, always prioritizing client interests.
13. Possess excellent communication skills, able to engage effectively with diverse clientele.
14. Fluency in English required; proficiency in French and/or Spanish is an asset.