Responsibilities:

1. Financial Planning and Advice

- Assess financial goals and risk tolerance

- Create personalized financial plans

- Guide on managing finances in multiple currencies and jurisdictions

2. Investment Management and Portfolio Construction

- Develop investment strategies

- Select and manage investment portfolios

- Monitor and rebalance portfolios

3. Tax Planning and Optimization

- Understand tax obligations in multiple jurisdictions

- Ensure compliance with tax laws and regulations

4. Retirement Planning

- Plan for retirement and create sustainable income streams

- Guide on retirement account options

5. Estate Planning and Wills

- Create comprehensive estate plans

- Ensure assets are distributed according to wishes

6. Networking with Expat Communities

- Build relationships with expat communities and organizations

- Stay informed about expat-related issues and trends

- Collaborate with other professionals to provide comprehensive services