Be a Part of the Leo Wealth Team
Our commitment to our clients starts with our team. As an independent fiduciary, our people are the core of everything we do.
Work alongside leading experts using modern strategies to solve complex issues and provide top-notch personal service for a global clientele. We combine all the advantages of a large, established global financial advisory firm, with the flexibility and entrepreneurship found in a small partner-owned business.
For immediate consideration, submit your resume and salary requirements to firstname.lastname@example.org
About Our Teams
We offer a unique opportunity for operations and administrative professionals to have a challenging and diverse career as integral parts of our wealth management team. We have digitized our back office to be paperless and have invested heavily in automating our processes. Our global offices are growing and operations and administrative support is an important part of our success.
Our tax team works closely with advisers to assist clients with tax planning, as well as tax filing throughout the year. We prepare returns for individuals, foundations, partnerships and others, and deal directly with tax authorities on clients’ behalf.
We have a dedicated investment team that invests client portfolios and works alongside our advisers to deliver value to clients. If you are looking to work with a portfolio team focused on using financial science to improve client outcomes, get in touch.
We offer a unique opportunity for financial advisers to bring our bespoke, independent asset management, insurance, and planning solutions to their clients. We are an independent company owned by its employees and we endeavor to work alongside clients in everything we do.
Our core principles:
- Expert, holistic and independent advice
- Personalized solutions and service for all clients
- Strategic financial advice on all areas of wealth
- Transparent, fully disclosed costs
- Leveraging of the best minds in research
- Technology for integrated reporting
- Serving a diverse range of clients from ultra high net worth to young families starting to plan
We serve a wide list of clients on multiple continents and seek to provide highly skilled, comprehensive financial planning that yields long-term financial success.
Our clients are global, but our expertise is local, enabling us to assist with local and international wealth management issues. Contact us to explore how we can work together as we grow.