Family Office Executive - London, United Kingdom - Step Italia

Step Italia
Step Italia
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London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
Posted 17 April, 202- Family Office Executive


W8 ADVISORY LLP

  • London, UK
  • Hybrid


  • Part Time

  • Salary: £25,000 to £30,000 AnnuallyEstate Planning
Legal


Company Description
W8 Advisory is a unique wealth management practice based in the London Area, United Kingdom. Established and managed by Africans, W8 Advisory operates in the best stewardship tradition of a Multi-Family Office.

Our mission is to serve the complex and unique needs of ultra high net worth African entrepreneurs by presenting wealth management solutions that assist with preserving their wealth for the next generation.

We work closely with each client to offer them insight into their wealth management, provide critical decision-making information, and support them in successfully managing their wealth.

W8 Advisory has been featured consistenly in the Spears 500 digest as a 'Top Recommended Family Office Service in the past 5 years).


Role Description


This is a part-time hybrid role for an Associate at W8 Advisory (which could become full-time hybrid, if demands require).

The Associate will be responsible for carrying out day-to-day tasks related to wealth management, including providing assistance with wealth structuring, trusts & estate planning advice, family governance advice & implementation, as well as providing bespoke legal & administrative solutions to clients, in the role of a Family Office Executive.

The role will be primarily based in the London Area, with flexibility for some remote work.


Qualifications

  • Wealth management & Wealth structuring skills
  • STEP qualifications compulsory
  • Strong analytical and problemsolving abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Minimum 3 yrs Experience in the wealth management industry or as a Private Client Professional.
  • Bachelor's degree in Law is highly desirable
  • Experience as a Trainee or Qualified Private Client Solicitor/ Paraplanner or Legal Executive in a private client practice) is also highly desirable
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