Job Description
Job Description
Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services.
No new business requirements.
- Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
- Emphasis on high-touch client service; No new business requirements.
- Average client has 100mm+ investable assets with firm
- The firm has a collegial atmosphere team approach
- Compensation package includes base salary, bonus, equity component, and an excellent benefits package
- Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
- Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm
Relocation Assistance Available
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Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. Work with a select group of UHNW families in all areas of wealth planning, family office s...
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