Talent.com
serp_jobs.error_messages.no_longer_accepting
Senior Client Advisor

Senior Client Advisor

International Search ConsultantsLos Angeles, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Overview

The company is a well-known and respected multi-family office based in the Westwood area of Los Angeles.

About the Role

We are seeking a seasoned Client Advisor to manage and grow relationships with ultra-high-net-worth clients. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

Key Responsibilities

  • Client Relationship Management : Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
  • Legal and Financial Expertise : Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
  • New Business Development : Leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
  • Collaboration Across Teams : Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
  • Client Engagement : Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
  • Leadership : Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

  • Education : Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
  • Experience : 10-15+ years in wealth management.
  • Skills : Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
  • New Business Development Experience : We are not looking for an existing book of business—just the experience of knowing the long sale process of bringing in UHNW individual and family clients.
  • Mindset : Driven by collaboration, client-centric solutions, and a passion for excellence.

    • What We Offer

  • A collaborative, supportive environment with a strong focus on client success.
  • Opportunities to work with an exclusive clientele and expand your professional network.
  • The ability to make a tangible impact on clients' long-term financial legacies.

    • Seniority level

  • Not Applicable

    • Employment type

  • Full-time

    • Job function

  • Finance

    • Industries

  • Investment Management, Trusts and Estates, and Financial Services

    • J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Client Advisor • Los Angeles, CA, US