UHNW Relationship Manager - Multi-Family Office
On-site · Houston, Texas, United States
Job Summary
UHNW Relationship Manager to counsel UHNW families on sophisticated trust, estate and wealth planning strategies, in addition to family office services. Emphasis on high-touch client service across wealth planning and related family office activities. Average client assets are 100mm+; firm operates with a collegial, team-oriented culture. Relocation assistance available. Will consider candidates coming directly from a law or CPA firm, or from in-house wealth planning with a law or CPA background. Compensation package includes base salary, bonus, equity component, and excellent benefits.
Required Qualifications
- JD or CPA
- 15+ years' tax, estate or wealth planning experience
- ability to counsel UHNW clients on sophisticated trust and estate planning
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