Why a Great Opportunity

Work for a boutique established wealth management firm.

Job Description

Boutique Established Wealth Management Firm seeks Senior Relationship Manager to serve as primary point of contact for UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management.

- Collaborate with clients and wealth management advisors to provide sophisticated planning solutions to meet UHNW clients’ goals, including estate, tax, business succession and charitable planning
- Work in a team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
- Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships
- Maintain extensive contact with clients’ and their advisors regarding tax, trust, estate, and investment matters

Qualifications

Requires 8+ years' experience with deep technical exposure to either estate planning, tax or investment. Will consider candidates coming from law, accounting or financial services background.

#J-18808-Ljbffr

📌 Senior Project Manager (Web) (Quillota)
🏢 NPAworldwide
📍 Quillota