Manager - Wealth & Treasury

1.Investment Advisors Relationship Management

• Understanding Family Office Needs:

Conducting thorough assessments of family office financial situations, goals, risk tolerance and investment preferences.

• Providing Personalized Advice:

Developing and presenting customized financial plans and investment strategies tailored to each client's specific needs.

• Regular Communication:

Keeping clients informed about their portfolio performance, market trends, and any relevant changes in financial regulations.

2.Financial Planning and Advisory:

• Developing Financial Plans:

Creating comprehensive financial plans that encompass various aspects like budgeting, saving, investing, retirement plans and estate planning.

• Investment Management:

Managing family office investment portfolios, making informed decisions about asset allocation, diversification and investment selection.

• Risk Management:

Identifying potential financial risks and developing strategies to mitigate them, including insurance and other protective measures.

• Tax and Estate Planning:

Providing advice on tax optimization strategies and assisting with estate planning to ensure efficient wealth transfer.

3.Investment Management

• Portfolio Construction:

Designing and implementing investment strategies that align with family office financial goals and risk profiles.

• Performance Monitoring:

Regularly monitoring investment performance, making adjustments as needed and providing performance reports to clients.

• Research and Analysis:

Conducting thorough research on investment opportunities, market trends, and financial products.

4.Compliance and Regulatory Adherence:

• Staying Updated:

Keeping abreast of relevant financial regulations, industry standards, and market trends.

• Ensuring Compliance:

Adhering to all applicable laws and regulations related to financial services and investment management.

• Maintaining Records:

Ensuring accurate and up-to-date documentation of all transactions and interactions.