Relationship Manager
We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range)
- Manage client engagements with the goal of developing complex wealth planning solutions and strategies
- Emphasis on high-touch client service and deep technical planning
- Extensive opportunity to take on new responsibilities and advance within the organization
- First point of contact with clients
- Requires 12+ years' of comprehensive wealth planning experience for UHNW clients
- Advanced degrees or professional designations are a plus
~Relocation Assistance Available~
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