UHNW Family Office Wealth Planner
Chase
Chase is hiring an Outsourced Family Office Wealth Planner in New York to provide bespoke family office solutions to ultra-high-net-worth clients. This role focuses on developing comprehensive financial plans, facilitating wealth transfer strategies, and maintaining enduring client relationships. The ideal candidate will have a background in trusts and estates law or financial planning, with at least five years of experience. Strong attention to detail and communication skills are essential, along with proficiency in financial planning software. #J-18808-Ljbffr Chase
Vacancy posted 2 days ago
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