UHNW Relationship Manager - Multi-Family Office
ECG Resources, Houston, Texas, United States, 77246
Job Description
Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.
Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
Emphasis on high-touch client service; No new business requirements.
Average client has 100mm+ investable assets with firm
The firm has a collegial atmosphere team approach
Compensation package includes base salary, bonus, equity component, and an excellent benefits package
Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm
~ Relocation Assistance Available ~
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Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
Emphasis on high-touch client service; No new business requirements.
Average client has 100mm+ investable assets with firm
The firm has a collegial atmosphere team approach
Compensation package includes base salary, bonus, equity component, and an excellent benefits package
Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm
~ Relocation Assistance Available ~
#J-18808-Ljbffr