Established Single-Family Office seeks Relationship Manager/Wealth Planner to service UHNW clients by providing full suite of wealth management services.
- Serve as the primary contact for select family members and the internal team, providing expertise in the following areas: tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment matters
- Subject Matter expert on all technical issues
- Focus is on providing excellent client service, no new business
- Position offers excellent work/life balance and a strong career track within the firm
- JD, CFP, CPWA, CIMA, and/or CPA is a plus
- Minimum 10 years experience working with HNW & UHNW individuals
~ Relocation Assistance Available ~
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