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
UHNW Wealth Advisor in New York at Leah Yosef International
This position is listed as full time and onsite. It was posted yesterday.