FAMILY WEALTH MANAGEMENT ADVISOR

Ultra-HNI Families | Global Private Wealth Advisory

Location: Hyderabad or Remote

Client Coverage: Global

Joining Preference: Immediate joiners preferred

ADVISE ULTRA-HNI FAMILIES ON WEALTH, INVESTMENTS AND LEGACY An exceptional opportunity for accomplished finance and wealth management professionals to advise Ultra-High-Net-Worth Individuals (Ultra-HNIs) and affluent families on sophisticated financial decisions, investment strategy, wealth preservation and intergenerational wealth transfer.

Our client is a global private wealth advisory firm serving Ultra-HNI families with complex financial affairs, diverse investment portfolios and long-term wealth planning requirements.

We seek analytically strong professionals who combine financial expertise, investment acumen, familiarity with US taxation and sound advisory judgement. The role demands the ability to interpret complex financial information, evaluate alternative strategies and translate analysis into actionable recommendations for affluent families.

KEY RESPONSIBILITIES

- Financial Analysis and Modelling: Analyse family balance sheets, income statements, cash flows, liabilities, liquidity requirements and consolidated financial positions. Build financial models and evaluate alternative scenarios.
- Investment Strategy and Portfolio Analysis: Assess asset allocation, portfolio composition, investment performance, risk exposure, diversification and liquidity. Evaluate investment alternatives against client objectives and risk tolerance.
- Wealth Planning and Preservation: Develop strategies addressing wealth accumulation, preservation, liquidity management and long-term financial security.
- US Taxation and Tax Research: Analyse US individual taxation considerations affecting income, investments, capital gains and family wealth planning. Review relevant tax returns and supporting documents to identify material planning implications.
- Estate and Succession Planning: Evaluate financial implications of inheritance, intergenerational wealth transfer, ownership transitions and succession arrangements.
- Financial Scenario Analysis: Model the financial implications of business sales, liquidity events, asset disposals, major expenditures and changes in investment assumptions.
- Risk Assessment: Identify concentration risks, liquidity constraints, leverage exposure and other financial vulnerabilities. Assess alternative scenarios and recommend appropriate mitigations.
- Advisory Research and Reporting: Prepare analytical reports, financial memoranda, investment comparisons and client-ready presentations for senior advisors and family principals.
- Client Advisory Support: Collaborate with senior wealth advisors, investment specialists, accountants and tax professionals to develop informed recommendations.
- Confidentiality and Governance: Maintain rigorous standards of data accuracy, documentation, confidentiality and professional integrity.

CRITICAL SKILLSETS Candidates must demonstrate strong competence in the following areas.

1. Financial Analysis and Financial Modelling

- Comprehensive financial statement and balance-sheet analysis.
- Cash-flow forecasting, liquidity analysis and net-worth assessment.
- Scenario modelling,



sensitivity analysis and financial projections.
- Advanced Excel skills, model validation and analytical reporting.

2. Investment Strategy and Portfolio Management

- Asset allocation, portfolio diversification and investment risk assessment.
- Evaluation of equities, fixed income, funds and other relevant asset classes.
- Investment performance analysis, concentration risk and liquidity assessment.
- Understanding the relationship between investment objectives, risk tolerance, time horizons and wealth preservation.

3. US Taxation: Essential Requirement

- Working familiarity with US individual taxation and its implications for wealth planning.
- Understanding of Form 1040, relevant schedules, taxable income and capital gains.
- Familiarity with tax implications of investment income, asset disposals and personal financial decisions.
- Ability to research tax-related questions, interpret relevant documentation and identify matters requiring specialist tax advice.

4. Comprehensive Wealth and Financial Planning

- Personal financial planning and consolidated family wealth assessment.
- Retirement and long-term cash-flow projections where relevant.
- Liquidity planning, insurance considerations and financial contingency analysis.
- Coordination of investment, tax and estate planning considerations.

5. Estate, Succession and Intergenerational Wealth Planning

- Understanding of estate planning concepts and wealth transfer considerations.
- Financial analysis of succession arrangements and ownership transitions.
- Awareness of the implications of trusts, inheritance and family-held business interests.
- Ability to coordinate with qualified legal and tax professionals.

6. Risk Management and Financial Judgement

- Identification of portfolio concentration, liquidity and leverage risks.
- Stress testing and evaluation of downside scenarios.
- Assessment of financial assumptions and the quality of supporting evidence.
- Clear documentation of recommendations, risks and trade-offs.

7. Advisory Communication and Stakeholder Management

- Ability to translate complex financial analysis into clear recommendations.
- Preparation of professional presentations and decision-support materials.
- Strong written communication and analytical documentation.
- Skilled maturity when dealing with affluent families and sensitive financial information.

8. Technology and Research Proficiency

- Advanced Excel and financial modelling tools.
- Familiarity with wealth planning software and financial research platforms.
- Effective use of AI-assisted research and analysis, with independent verification of outputs.
- Strong data validation, document review and information management practices.

CANDIDATE PROFILE

- Relevant experience in Ultra-HNI wealth management, family office advisory, private banking, investment advisory,



financial planning or a closely related field.
- Demonstrable financial analysis and investment evaluation capabilities.
- Working familiarity with US taxation is imperative.
- Strong numerical reasoning, research capability and attention to detail.
- Ability to work independently on complex financial assignments.
- Excellent written and spoken English.
- High standards of confidentiality, integrity and professional discretion.
- Availability to work with US Central Time.

PREFERRED EXPERIENCE AND QUALIFICATIONS

- Experience advising Ultra-HNI families, family offices, private banking clients or owners of closely held businesses.
- Practical exposure to US individual tax returns, capital gains and investment-related tax considerations.
- Experience with sophisticated financial models, portfolio analysis, liquidity events or succession planning.
- Familiarity with US tax research platforms and professional wealth planning applications.
- CFA, CFP, CPA or other relevant professional qualifications.

COMPENSATION AND CAREER OPPORTUNITY

- Industry-leading compensation commensurate with expertise and experience.
- Performance-linked bonuses and advisory excellence rewards.
- Exposure to sophisticated global private wealth advisory assignments.
- Opportunity to contribute to complex financial decisions affecting family wealth across generations.
- Flexible working arrangement, based in Hyderabad or remote from India.

APPLICATION REQUIREMENTS Applications must include all three of the following:

1. Updated CV

Highlight relevant experience in financial analysis, investment strategy, wealth management, US taxation and advisory assignments.

2. Cover Letter

Explain your suitability for the role, your critical technical competencies, your familiarity with US taxation and the distinctive value you would bring to advising Ultra-HNI families.

3. Introductory Video, 3 to 5 Minutes

Record a concise video explaining how your experience, financial expertise, advisory philosophy and professional aspirations align with this role.

Please address

- Your experience advising affluent or Ultra-HNI clients.
- Your strengths in financial analysis, investment strategy and wealth planning.
- Your familiarity with US taxation and its implications for family wealth.
- The distinctive value you would contribute to complex advisory assignments.
- Your approach to professional discretion, client trust and long-term wealth preservation.

Upload your video to YouTube and include the video link and necessary access credentials with your application. Ensure the selection team has permission to view the video. Applications without the CV, Cover Letter and Video submission will be considered incomplete.

Immediate joiners are preferred. Please specify your current location, notice period and availability to work with US Central Time.

YOUR NEXT CAREER OPPORTUNITY

If you combine financial analytical rigour, investment acumen, US tax familiarity and trusted advisory judgement, we invite you to apply for this opportunity to advise Ultra-HNI families on their most important wealth decisions.

The hiring organisations identity will only be disclosed to shortlisted candidates during the recruitment process.

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