Family Office / Private Client Financial Manager

Title: Family Office / Private Client Financial Manager Company: Sunlight Location: Moscow Salary: from 300000 RUR Experience: 3 to 6 years

We are looking for a financial manager with mandatory practical experience in a Family Office and supporting the personal financial circle of an owner / high-net-worth individual (HNWI). Work format is office-based. Remote format is not considered.

Responsibilities • Comprehensive support of the owner's personal financial circle. • Management and control of Russian and foreign bank accounts. • Work with brokerage accounts, investments, and various asset classes. • Control of foreign assets and cross-border transactions. • Consolidation of information on the owner's assets, liabilities, income, and expenses. • Work with P&L, Balance Sheet, Cash Flow, and management reporting. • Control of cash flow and treasury function. • Work with foreign banks: payments, limits, compliance, KYC/AML. • Preparation of documents and information for banks, brokers, and other financial organizations. • Control of an individual's tax obligations, 3-NDFL, foreign accounts, and necessary reporting. • Analysis of tax and financial implications of transactions, participation in tax planning. • Interaction with banks, brokers, accountants, tax, and legal consultants. • Support of the personal fund and legal structures related to the owner.

Mandatory Requirements • Experience in Family Office / Private Wealth / Private Client. • Practical experience in direct support of the finances of a high-net-worth individual. • Experience with foreign bank and brokerage accounts. • Understanding of the ownership structure of foreign assets and related reporting requirements. • Practical understanding of KYC/AML, banking compliance, and Source of Funds / Source of Wealth confirmation. • Understanding of individual taxation, 3-NDFL, and cross-border transactions. • Experience with investments, securities, and other financial assets. • Ability to consolidate the owner's personal financial circle and work with P&L, Balance Sheet, and Cash Flow. • Understanding of Russian currency and tax legislation regarding individuals' transactions and foreign assets. • English language proficiency for working with foreign banks, brokers, and financial documents.

Important We do not consider candidates with only corporate financial management experience unless their practice includes direct support of private capital and individual finances. We need a specialist who has already worked with a situation where the owner simultaneously has Russian and foreign accounts, brokerage portfolios, investment assets, real estate, foreign banks, and personal tax obligations, and understands the specifics of such a financial circle. We are looking for a person who can not only collect reports but also see the owner's entire capital structure, proactively identify tax, banking, and financial risks, and propose practical solutions. Office-based work format is mandatory.