Business Services Senior

Description:

This role will provide you with the diversity you crave as you work closely with a select few large clients, acting as their financial concierge. Like in a commercial role you will get in-depth involvement with every aspect of these businesses which can assist you with a future move into the space in the future.

The Clients:

• Family groups with 10-20 entities (usually with assets around $40-60M) that often require assistance with transitioning from one generation to the next.
• Clients that have up to $100M in assets.
• Plenty of advisory work (approximately 35% of their time and growing). This includes monthly board papers and being the link between the family and their fund managers and banks.