Relationship Manager- UHNW
leah yosef internationalBrooklyn, NY
$120.19 per hour
APPLY (opens in a new tab)Relationship Manager- UHNW
leah yosef internationalBrooklyn, NYSenior L5
$120.19 per hour
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)UHWN Wealth Advisor Multi-Family Office MidtownOverview Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.
Key Responsibilities:
- This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships
- Deliver comprehensive tax planning, estate planning, and overall wealth strategy
- Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals
- Partner with internal investment and operations teams to deliver integrated investment planning and client service
- Maintain a strong client-first focus, emphasizing client satisfaction and retention
- Firm Highlights
- Fast-growing, collegial culture with strong operational, investment, and planning support
- Growth-oriented environment encouraging continued development of skills and credentials$250,000+ first year cash compensation
- Long-term opportunity for revenue participation1642
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Level
Senior L5
Salary
$120.19 per hour
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today