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Financial Manager / Private Banking (UHNW)

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We are looking for a Financial Manager (“financial solutions engineer”). The main objective is to provide a “single point of contact” for addressing personal financial matters in an increasingly complex regulatory environment.

Key Responsibilities:
  • Independently opening and administering personal accounts in jurisdictions including Kazakhstan, Asia (Singapore, Hong Kong, mainland China), and the UAE.
  • Setting up and maintaining banking cards (Visa, UnionPay, local card schemes) and payment routes (SWIFT, Alipay, local payment rails).
  • Ensuring liquidity abroad: routine payments (hotels, rent, education, healthcare, household expenses), currency conversion, and balance monitoring.
  • Prompt interaction with banks regarding KYC/AML requests.
  • Project support for obtaining residence permits and tax residency.
  • Coordination with external immigration consultants, lawyers, and tax advisors.
  • Collection of documentation, timeline management, and preparation of financial confirmations for government authorities.
  • Monitoring changes in sanctions and foreign exchange regulations.
  • Establishing processes strictly in accordance with applicable law (zero tolerance for reputational and regulatory risks).
  • Immediate escalation of ambiguous situations.
  • Coordination of banks, payment providers, lawyers, and relocation consultants.
  • Obtaining commercial proposals, monitoring SLA, and end-to-end management of operational matters.
  • Designing and implementing operational procedures where no established infrastructure exists (for example, launching a new payment gateway or opening family accounts in a new jurisdiction).

Candidate Profile:
  • 5–10 years of experience in a client-facing/operational role within private banking (mid-tier / affluent–UHNW segments), family office, corporate treasury, or private wealth advisory.
  • Proven track record of launching accounts and payment routes for Russian clients in Asia and/or Kazakhstan.
  • Practical (not theoretical) knowledge of banking infrastructure in foreign jurisdictions, correspondent accounts, and experience working with sanctions-related restrictions at the operational level.
  • Fluent English (written and spoken).
  • Higher education (economics, finance, or law); additional education in compliance / wealth management is a plus.

Pls feel free to contact us at:
eb@protalentlab.com
cv@protalentlab.com