Senior Wealth Manager - Succession Planning
$300kLeah Yosef International
Job Description
Senior Wealth Manager
Multi Family Office
Southern California
Overview
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).
Highlights
- Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
- Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
- Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
- Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth
- $300,000+ compensation package
Requirements
- 10+ years of relationship management experience with ultra high net worth clientele
#2142
Vacancy posted 8 days ago
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