VP of UHNW Wealth Advisory & Operations

A financial services firm in San Francisco seeks a seasoned advisor to work with ultra-high-net-worth clients. The role requires extensive experience in private wealth management, with a focus on holistic financial and investment strategies. Responsibilities include detailed financial planning, portfolio management, and collaboration with external advisors. The ideal candidate will have strong communication skills, a degree in finance or economics, and a proven track record in managing complex client relationships.

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