Description:
The individual will be responsible for the following key business domains and initiatives:
- Support the Tax Strategy pillar leader to drive and deliver successful client engagements, helping clients ensure compliance in their personal and corporate matters.
- Help evaluate, assess, and anticipate the needs and interests of clients and their families, and recommend potential solutions and value-add services.
- Stay on top of proposed and existing accounting and reporting regulations, and the potential implications to clients.
- Foster strategic and positive relationships with professionals, organizations and third-party vendors that support the service pillar and client needs, including business and personal administration support.
- Collaborate with other KPMG Tax, Audit, Legal and advisory teams to ensure a consistent, reliable, and integrated approach for clients.
- Learn and be proficient in various technologies to support client needs.
- Support the practice leaders and senior managers in their business development strategies, go-to market approach and client/family relationship models.
- Actively contribute and support the proposal and pursuits process.
- Act as a brand ambassador to KPMG Family Office. Help maintain a strong presence in the market and enhance the KPMG brand recognition and reputation.
What you bring to this role:
The successful candidate will have a strategic mindset, an entrepreneurial spirit and a passion for client service excellence and working with some of the most successful business families/entrepreneurs and high- net-worth families. Furthermore, given the client centric service nature of KPMG Family Office it is of critical importance that this individual can demonstrate the following qualities:
Market/client focus
- Experience working with high-net-worth individuals and/or family businesses and have a strong understanding of their needs and of the issues they face.
- Understanding of family office, corporate and personal finance, due diligence, and compliance.
- Highly analytical and proficient in accounting and reporting technologies, systems, and software.
- Outstanding attention to detail and ability to anticipate risks.
- Robust ability in managing multiple demands, priorities, and projects.
- Maintain awareness of emerging economic and market trends, competitor activity and products/services.
- Natural curiosity and resourcefulness to develop and execute new ideas with pragmatism.
- Deep understanding of the importance of absolute discretion and confidentiality.
Relationship building
- Solid aptitude for building trusting relationships with broad groups of stakeholders, prospects, and clients as well as diverse family members.
- Experience in business development and client-facing roles.
Personal skills
- Significant personal presence and excellent networking skills.
- Strong communication, public speaking skills, coaching/mentoring, and leadership skills.
- Sound financial literacy and strong business acumen is a must.
- A strategic thinker with client centric approaches, as well as deep commercial awareness and a collaborative team approach.
- Strong work ethic; entirely trustworthy, caring, and empathic.