Top Tech Jobs & Startup Jobs

Supports Portfolio Advisors by preparing client presentations, asset allocations, performance reviews, cash requests, trades, portfolio rebalancing, compliance meetings, account documentation, reporting, tax corrections, and client transactions. Communicates with clients and service teams, maintains investment objective records, resolves account issues, and follows investment guidelines and established deadlines.

Provides administrative and executive support to senior managers and partners, including document preparation, file and database management, travel and expense coordination, meeting scheduling, reporting, business development support, event assistance, and advisory board and culture engagement support.

Supports wealth management Portfolio Advisors by preparing client presentations, asset allocations, performance reviews, portfolio rebalancing, cash requests, trades, and investment transactions. Communicates with clients and service teams, maintains account documentation and investment guidelines, researches tax-cost discrepancies, manages compliance meeting processes, runs reports, and resolves routine or atypical account issues while improving team processes.

Manages a payments fraud investigations team, including alert queue assignment, escalations, high-risk payment analysis, and detailed investigations. Collaborates with payment operations, account managers, relationship managers, and global fraud teams on incident communication and regulatory reporting. Oversees performance management and career development, mentors junior investigators, identifies fraud patterns and risk signals, and ensures confidentiality, accuracy, and compliance with financial crime regulations.

Investigates suspected payment fraud, analyzes high-risk transactions and fraud patterns, escalates alerts, documents findings, supports timely unusual or suspicious activity reporting, coordinates with payment and client relationship teams, and mentors junior investigators. The role requires strong financial crimes investigation expertise, fraud detection software proficiency, regulatory knowledge, data analysis, communication, confidentiality, and attention to detail.

Leads regional wealth management marketing programs, including flagship client events, sponsorships, philanthropy initiatives, digital marketing, lead generation, communications, and public relations. Owns programs from strategy and planning through execution, budget management, stakeholder coordination, measurement, and post-event evaluation. Partners with sales, relationship managers, leadership, vendors, and external organizations to strengthen client relationships, grow brand presence, and support business objectives.

Manage large-scale, enterprise-wide programs involving multiple projects, business units, and workstreams. Responsibilities include aligning resources, overseeing budgets, developing plans, tracking milestones, risks, and dependencies, coordinating stakeholders, implementing strategic capabilities or regulatory changes, and reporting program status. The role requires strong governance, communication, judgment, organization, and the ability to manage competing priorities and ambiguity.

Lead product strategy and delivery for the Private Passport platform, focusing on UI/UX, messaging, notifications, and self-service. Coordinate cross-functional agile teams, define requirements and governance, leverage client insights and analytics, monitor KPIs, and drive adoption while ensuring security, compliance, and operational excellence.

Manages statutory requirements, regulatory filings, statutory books, corporate documentation, and board or investor meetings for a portfolio of Luxembourg entities and investment funds. Prepares agendas, minutes, action items, and follow-ups; coordinates with clients, regulators, lawyers, notaries, and internal teams; manages risk and escalates issues. The role also supports onboarding, client service reviews, and ad hoc corporate secretarial tasks while maintaining accurate and timely service delivery.

Manages investment activities for personal trusts and individual portfolios, supports investment advisors with portfolio strategy and client objectives, coordinates with client-facing teams and legal stakeholders, conducts portfolio research, applies investment guidelines and risk practices, and mentors less-experienced colleagues. Uses portfolio management tools and contributes to initiatives, capability rollouts, training, and continuous process improvement.