合伙人

We are seeking an outstanding Head for a newly established Family Office. As a core member of the founding team, you will be fully responsible for the establishment, strategic planning, daily operations, and client relationship management of the family office, dedicated to providing comprehensive wealth management and family affairs services to ultra-high-net-worth (UHNW) families. The Nine Core Domains of Our Family Office:
• Legal
• Financing & Credit
• Health & Wellness
• Education & Admissions
• Information Technology (IT)
• Overseas Real Estate
• Insurance, Securities & Equities
• Taxation
• Identity Planning & Immigration

Key Responsibilities
• Strategy & Planning: Participate in the formulation and execution of the family office's long-term development strategy, business model, and annual operating plans.
• Business Development & Client Relations: Develop and maintain deep, trust-based relationships with ultra-high-net-worth (UHNW) clients and families.
• Comprehensive Solutions: Cultivate a profound understanding of client needs to customize holistic solutions, including investment management, tax planning, legal consultation, family governance, and succession planning.
• Client Acquisition: Leverage your sales and business development expertise to actively acquire new clients, expanding the office's scale of management and market influence.
• Investment & Asset Management: Lead or coordinate internal and external expert teams (e.g., investment managers, lawyers, accountants), oversee portfolio performance, and ensure asset allocation strategies align with clients' risk appetites and long-term goals.
• Operations & Management: Establish and optimize the family office's internal operational processes, risk management systems, and compliance frameworks to ensure all affairs operate efficiently and in strict adherence to regulations.
• Team Building: Take charge of assembling, training, and leading a professional and highly reliable service team moving forward.