Senior Portfolio Manager- Succession
Leah Yosef International · Fort Lauderdale, Florida, United States
FULL TIMEpermanent
Job Description
Senior Wealth Advisor, 100m+ Level ClienteleSuccession Planning, Southeast Florida
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
Overview
Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy.
Highlights
Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M)The Firm has achieved 25%+ year over year growth with a minimal marketing presenceThe firm has a strong track record of internal promotion and long-term retention of top talent.Collegial, forward-thinking culture with excellent benefits
xzbcwsv Requirements
Ultra high net worth client-facing experience with 10M+ level clientele7+ years of investment management experience with deep knowledge across asset classes and investment strategiesCollaborative, team-oriented mindset with excellent interpersonal skills
2041
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
Overview
Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy.
Highlights
Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M)The Firm has achieved 25%+ year over year growth with a minimal marketing presenceThe firm has a strong track record of internal promotion and long-term retention of top talent.Collegial, forward-thinking culture with excellent benefits
xzbcwsv Requirements
Ultra high net worth client-facing experience with 10M+ level clientele7+ years of investment management experience with deep knowledge across asset classes and investment strategiesCollaborative, team-oriented mindset with excellent interpersonal skills
2041
Details
| Company | Leah Yosef International |
| Location | Fort Lauderdale, Florida, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |