Personal Financial Manager

Job Summary

A company is looking for a Personal Financial Manager to provide financial support to the founder of a global law firm.

Key Responsibilities

• Oversee personal financial operations across multiple entities, including trusts and estate planning structures
• Manage bill payment processes and vendor relationships while tracking investment holdings
• Provide proactive financial insights and recommendations to support decision-making

Qualifications

• Qualified accountant (CPA, CA, ACCA, or equivalent professional certification)
• 5-8 years of accounting experience, preferably in family office or high-net-worth client service
• Strong understanding of trust structures and multi-entity accounting
• High degree of discretion and ability to handle confidential information with integrity
• Exceptional organizational skills and ability to manage multiple priorities independently