Multi Family Office - Relationship Manager
On-site · Phoenix, Arizona, United States
Phoenix, Arizona, United StatesOn-siteFull TimeSenior LevelNot SpecifiedUnknown
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Unknown
Job Summary
Counsel UHNW clients on complex wealth planning strategies and engagements; provide high-touch client service; develop advanced wealth planning solutions; serve as 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.
Required Qualifications
- 12+ years of comprehensive wealth planning experience for UHNW clients
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