About us, purpose, experience and qualificationsabout usThere is no about us detail available.purposeTo proactively acquire new clients and develop, maintain and expand a client portfolio through high touch professional and personalised relationships with high nett worth clients and the provision of holistic and appropriate solutions in meeting client’s needs.experience and qualifications
Responsibilities + Skills
income statements, cash flow statements, financial ratios).Experience in structuring non-traditional security-based lending facilities.Experience in providing tailored solutions to significant families.Experience in advising clients regarding Company Succession Planning.Experience in dealing with clients and structures across various jurisdictions.
5 to 7 years relevant client facing experience (PB UHNW). Preferred:Strong background in investments, corporate finance, Private Banking or related advisory services.Experience in dealing with complex personal and juristic financial structures.