Veröffentlicht: 14 Juni 2024
Baar
100%
Festanstellung
Clair AG
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Position Summary: The Reporting Specialist plays a crucial role in the family office by preparing detailed reports on investment portfolios and overall wealth management activities. The reporting consolidates all assets of the family reporting the overall wealth. This role ensures that the family office's stakeholders receive accurate and timely information to providing insights to support fact-based decision-making in the investment area.
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