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Multi Family Office - Relationship Manager

  • Phoenix, AZ, United States

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Job details

Experience
Requires 12+ years' of comprehensive wealth planning experience for UHNW clients
Posting language
English
Posted

Original job description

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~

More about this job

Skills

  • Microsoft Office

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