Investment Migration & Residency Associate
Empowering Global Mobility & Wealth Migration As global investment landscapes evolve, so do the opportunities for strategic relocation, alternative residencies, and second citizenships. At Treasure Well, our Investment Migration & Global Mobility division provides high-net-worth clients, corporate executives, and global investors with structured citizenship-by-investment and tax-efficient residency solutions.
As an Investment Migration & Residency Associate, you will specialize in assisting clients in acquiring alternative residencies, managing global tax implications, and structuring strategic migration plans.
Key Responsibilities
Investment Migration Planning – Guide HNWIs and corporate clients through citizenship-by-investment (CBI) and residency-by-investment (RBI) programs.
Global Mobility Strategy – Develop bespoke tax and relocation structures tailored to clients’ financial goals.
Regulatory & Due Diligence Compliance – Ensure applications meet all legal, financial, and security screening requirements.
Liaison with Government & Industry Stakeholders – Work with investment agencies, regulatory bodies, and legal partners to facilitate applications.
Market Research & Program Development – Stay ahead of evolving investment migration trends and geopolitical regulations.
Required skills and Expertise
2-5 years of experience in investment migration, wealth planning, or global mobility services.
Expertise in UK, EU, and offshore investment migration programs.
Strong understanding of tax-efficient relocation strategies and residency planning.
Ability to manage high-profile clients and maintain strict confidentiality.
Exceptional communication, advisory, and analytical skills.
Benefits
Attractive compensation package + relocation assistance (if applicable)
Exposure to high-value investment migration transactions
Hybrid work flexibility
Opportunity to work with government and private sector entities on residency and citizenship programs
About Treasure Well
At Treasure Well, we specialize in providing strategic advisory services across wealth structuring, tax optimization, investment migration, and regulatory compliance. Our firm is built on a foundation of precision, foresight, and discretion, ensuring that our clients—high-net-worth individuals (HNWIs), family offices, global investors, and corporate entities—navigate complex international landscapes with confidence.
We understand that in an evolving global economy, financial structures, regulatory requirements, and wealth protection strategies must be carefully designed to withstand change. Our multidisciplinary expertise allows us to craft tailored solutions that address the legal, financial, and strategic needs of our clients, ensuring compliance while maximizing opportunities for sustainable growth.
With a presence in key financial jurisdictions worldwide, Treasure Well delivers a global perspective with local insight. Our team of experienced professionals, drawn from diverse backgrounds in finance, law, and international taxation, collaborates to offer a seamless, high-value service.
At the core of our approach is a commitment to:
Bespoke Solutions – No two clients are the same, and our strategies reflect the uniqueness of their objectives.
Regulatory Precision – We ensure that all structuring and advisory services meet global legal and compliance standards.
Strategic Growth – Our focus extends beyond today’s challenges to help our clients prepare for long-term financial security.
At Treasure Well, we don’t just advise—we shape the future of wealth, mobility, and regulatory excellence.
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