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UHNW Wealth Architect & Family Office Strategist

Jobtailor

Jobtailor seeks an experienced wealth advisor to serve UHNW clients in New York, overseeing tailored investment strategies, estate planning, and intergenerational wealth transfer. You will collaborate with investment teams on alternative opportunities including private equity and direct investments, and coordinate concierge services and family governance support. The role requires deep expertise in complex wealth strategies, top-tier communication skills for clients of varying financial #J-18808-Ljbffr Jobtailor

Vacancy posted 2 days ago
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