Senior Client Advisor
International Search Consultants
About the Role
We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations.
**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!
Key Responsibilities
- Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
- Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
- New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
- Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
- Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
- Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.
Ideal Candidate Profile
- Education: Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
- Experience: 10-15+ years in wealth management.
- Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
- New Business Development Experience: We’re looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
- Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.
What We Offer
- A collaborative, supportive environment with a strong focus on client success.
- Opportunities to work with an exclusive clientele and expand your professional network.
- The ability to make a tangible impact on clients’ long-term financial legacies.
Vacancy posted 1 day ago
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