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  • 9 - 16 Years
  • Posted : above 1 month

Job Description:

A successful executive (Principal) is seeking an adaptable, honest, experienced and self-sufficient individual with an entrepreneurial spirit to further develop and run their family office as Senior Vice President This is a unique opportunity to work closely with a successful business leader and the family, and to help them extend their reach and effect change through their personal investments

This is a sole contributor role working across all aspects of the Principals personal wealth and assets As the Senior Vice President of the Family Office you must have a broad depth of knowledge so as to identify potential issues and opportunities Being aware of the latest Tax issues and implications is also vitally important As part of the role, you will liaise with external professional service providers to address issues ranging from tax, asset allocation, legal and personal matters

The responsibilities of this role will be broad and varied and include

- Active participation in developing and implementing the family office strategic investment and operational plan

- Oversight of all family assets, including investment accounts, properties, trusts and other interests

- Involvement in developing and overseeing the management and strategic development of the family office

- Establish and maintain a financial and operating environment that is focused on ethical standards and the familys core values

- Oversee preparation of financial statements, tax returns, and periodic portfolio reports

- Liaise with the lawyers, trustees, accountants, real estate brokers and other external advisors

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 11th Mar 2020

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Company Profile:

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