Head of Multi-Family Office, Independent Asset Management Company, Monaco

Mandate Status: 
Active
Mandate Code: 
MAM001/9/11
- Develop and implement the family office strategic investment and operational plan
- Oversight of all multi-family assets, including investment accounts, properties, trusts and other interests
- The successful candidate must have experience from a family office platform in a risk taking position

Requirements: 

  • Candidates with at least 10+ years of experience in a family office platform
  • Client would consider candidates with previous experience in managing public and private equity
  • Show a demonstrable track record of investing on behalf of institutional or private clients
  • A comfort level with the concept of originating assets from an existing client base
  • Candidates with high level connectivity with UHNWI/HNWI individuals and other family offices would be beneficial

Responsibilities: 

  • Generate bespoke investment solutions for and provide advice to clients
  • Effectively collaborate with senior members to fully utilise key relationships through a Multi-Asset Strategy based approach to investment management
  • Liaise with the lawyers, trustees, accountants, brokers and other external advisors effecting family-directed strategies and initiatives and charged with family office tax and accounting reporting
  • Closely cooperate with compliance division and ensure that all processes and standards are met and accurate
  • Maintain a strong relationship with clients to ensure service satisfaction and meet on going requirements
  • Conduct regular appraisals and checks that investments remain within objectives and risk boundaries

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