Multi-Family Office based in Luxembourg that combines decades of experience in advising UHNW clients.
Location Luxembourg
Contract Full-Time
Company Veritas executive
Last Update December 30, 2016

Description

Multi-Family Office based in Luxembourg that combines decades

of experience in advising UHNW clients.

 

In-house expertise to offer a full range of Wealth-Management services, as Tailor made reporting and monitoring, asset management, wealth planning, family governance, real estate investment and M&A opportunities.

 

Our clients seek to preserve their family values, as well as the value of their assets, for generation to come.

 You will work in company managed like an independent boutique and benefiting from a strong institutional shareholder,

 

A regulated Family Office and Asset Manager, which maintains excellent relations with a broad range of professionals (banks, law firms, tax advisors…) located in Luxembourg as well as other usual places (Paris, Geneva, London, Brussels, Singapore, Hong Kong…).

 

Structured to deliver top-quality asset allocation, effective compliance with regulations (capacity to advise clients everywhere in Europe). 

You will benefit from a strong team spirit, leading to internal cohesion and the sharing of responsibility over strategic decisions and in the advice given to clients : high standard working environment for you, high standard service for your demanding customers.

Thanks to your faithful and long term relationship with your Ultra High Net Worth clients, you will build from the scratch your own portfolio of clients.

You will assist (and benefit from the assistance of) other Family Officer in your (their) field of expertise.

 In a full open architecture system and lack of conflicts of interest (Buy side) you will be focused

on preservation of capital and performance.

 Your concern, serves as primary trusted advisor for between 8 – 12 family relationships depending on complexity, with a net worth in excess of 50 million euros.

You have minimum 10 years of experience in Family Office (preferred), Private Banking, Asset Management

or Investment Banking, including a minimum of 4 years in your current company.

 

Managing a portfolio of UHNWI since several years and maintaining strong and qualitative relationships with your clients, you will be able to convince us that your Business Plan is realist.

You have a proven seasoned expertise in at least one of the following areas: portfolio management, wealth planning, real estate, credit advisory or family governance.

You hold a master's degree in Finance, Economics or Law. A CFA would be appreciated.

Requirements

Education
Master Or Equivalent Level
Languages
C2 English
C2 French
Experience
7-10 Years Private Banking & Wealth Management
7-10 Years Asset Management
Skills
  • Asset Management
  • Private Banking

Veritas executive

Profile veritas

Building you an outstanding team

Delivering the top talent you need in today’s global arena, Veritas offers exceptional experience and contacts to bring you a tailored solution in the shortest time.

Fast and effective placement
Frequently placing candidates with clients in just three weeks against an industry average of twelve, we use the same proven methodology to fill every post from junior to CEO; basing our selection upon an assessment of the operational, financial and strategic issues facing your business.

Adding value to your business
Veritas does not simply offer you a standard solution. Instead, we deploy unique methodologies in the way names are gathered and in the way we go through the selection process. Our aim at all times is to deliver candidates who will add value to your operation from day one rather than just fill the position.

Expertise across Europe
Working in Manchester and London within the UK, and Luxembourg, Switzerland and the Benelux countries in Europe, we secure exactly the right candidates to fill your positions, with due consideration of the behavioural and cultural aspects to match people perfectly to your own business and culture.