Key skills
CommunicationPresentation Skills
About this role
Role Overview
- Facilitate family conversations and deepen the advisor’s relationship in the family wealth system
- Focus on clients’ family and wealth transitions
- Co-lead projects and develop family legacy marketing material
Requirements
- 5+ years of experience in consulting, coaching, and/or advising families of wealth
- Master’s in psychology, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification preferred
- Experience in client facilitation in one-to-one and group conversations
- Excellent written and oral communication skills
- Superior presentation skills to individuals, families, and larger groups for conference-scale events
Benefits
- Hybrid work model
- Professional development opportunities
- Flexible working hours