Accounting & Finance

UHNW Wealth Advisor

Leah Yosef International

New York · New York · United States

Job Description

UHWN Wealth Advisor

Multi-Family Office

Midtown


Overview

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 participation


1642

Reference: WJ-2_125562642

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.