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Bachelor’s degree in economics, Finance, Accounting, Law, Taxation, or a related field
Advanced degrees such as MBA, Masters, LLM, or professional qualifications like CPA, ACCA, ADIT, or equivalent are advantageous
Extensive knowledge of high net worth individuals’ market: needs, network, way of communication, etc
Great understanding of personal taxation, internation and corporate taxation, legal considerations
Over 10 years of relevant experience with private clients, preferably within professional services firm,
Ability to understand clients’ issues and provide value and complex solutions attracting several service lines and geographies
Strong leadership, client centricity, communication skills, organizational, project management.
Preferably vast business acumen of professional services and family office businesses
Ability to work effectively in a team envir...
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