Family Office Analyst
Core
Support Relationship Managers by serving as the primary contact point for high-net-worth clients, managing account maintenance, and coordinating investment execution activities.
Role type
Analyst in a multi-family office (MFO) team
Builds
Client account services, investment execution, and relationship management for wealthy families and private businesses
Domain
Wealth Management / Private Banking / Family Office
Deliverable
client delivery
Required skills
Client service, asset allocation, trust and estate planning, investment management, compliance reporting, account maintenance, financial analysis
Preferred skills
Wealth management experience, familiarity with UHNW client investments, CFA/CFP progress
Technologies
MS Office (Excel)
Responsibilities
Serve as primary contact for high-net-worth clients; coordinate day-to-day client activities and ensure service delivery; manage non-strategic decisions like transfers and gifting; prepare client presentation materials; coordinate portfolio activities including fixed income and cash management; ensure compliance and resolve account issues; assist in prospecting and marketing events.
Seniority
Junior, entry-level analyst