A Single-Family Office based in Athens is seeking a Family Office Executive to support the financial, investment, legal, and personal affairs of the Principal and family.
This is a confidential and hands-on role reporting directly to the Principal and the son of Principal. Ideal for mid-level professionals with a background in finance, accounting or investment management, exposure to legal and tax matters, and experience in managing complex and multi-disciplinary responsibilities.
Key Responsibilities
- Monitor investment portfolios and support asset allocation
- Manage budgeting, cash flow and consolidated financial reporting
- Supervise accounting and audit processes and oversee risk management activities
- Liaise with legal, tax and compliance counsels
- Manage household accounts, properties, service providers & lifestyle-related operations
- Maintain discretion and handle sensitive and confidential information with the highest level of integrity
Candidate Profile
- Degree in Finance, Accounting, Economics; CFA/CPA or legal experience are considered a plus
- 2–5 years of experience in finance, wealth management, private banking or family office
- Strong analytical, reporting, organizational and communication skills
- Solution-driven, adaptable, multitasking and effective under pressure
- Trustworthy, reliable and detail-oriented with strategic thinking
- Fluent in English and computer literate
We offer a competitive compensation package, exposure to a wide range of private office functions, trusted position in a respected family office and long-term career potential.
Interested candidates, who are looking to take ownership of a varied role in a private office setting may send their CV and a brief cover letter.
All applications will be treated as confidential and only short-listed candidates will be contacted.