UHNW Relationship Manager - Multi-Family Office

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 ~