Job Description
About the Company
Founded in 2022 and headquartered in the heart of Mayfair, the firm is an investment-led Multi-Family Office with a geographic focus on the Far Eastern region. It offers bespoke, holistic, and independent family financial advice around wealth structuring, fund management, and corporate finance. The firm works with both UK-resident and internationally based clients. It not only provides in-house expertise in the financial and banking industry, but also offers access to a global network of expert advisors specialising in the private client sector.
About the Role
Being a start-up, the company is constantly growing at a fast pace, and the successful candidate will likely have broad exposure to all aspects of running a business, from financial products, dealing, and operations to compliance and regulatory responsibilities. The candidate can expect no two days to be the same, as they work on client cases at different stages of their overall wealth planning, handle projects of varying nature, and connect with external partners from different sectors who each have their own unique value propositions.
Responsibilities:
Fund-related operations tasks, e.g. liaising with Fund Administrators, Fund Directors, Auditors, Banks, Prime Brokers, Counsels, etc.
Working with private banks/custodians
Wealth management business operational tasks, e.g. trade reconciliation
Assisting client advisors with client-specific tasks, including conducting client fact finds, account opening, performance reporting, taking meeting minutes, and ad hoc problem solving
Private client onboarding tasks, e.g. KYC/AML, annual reviews
Ad hoc compliance and regulatory tasks, under guidance from the MLRO and external regulatory consultants
Requirements
Experience in the responsibilities described above
Ability to work independently and reliably, potentially as the sole contact point for the listed tasks
Strong English communication skills; Chinese is a plus but not required
Excellent attention to detail and ability to deliver accurate work in a timely manner
Capable of digesting information, taking instructions, asking relevant questions, and communicating effectively with all stakeholders
An inquisitive mindset and solid problem-solving skills
Key qualities include: accuracy, trustworthiness, reliability, tenacity, resilience, and thoroughness
Requirements
operations, sales operation, support, customer service, back office, settlement, KYC, liaise, Mandarin, English