Senior Wealth Manager - Succession Planning
Leah Yosef International · Charlottesville, Virginia, United States
FULL TIMEpermanent
Job Description
Senior Wealth Manager Multi Family OfficeCharlottesville, VA
Ensure you read the information regarding this opportunity thoroughly before making an application.
Overview
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (100M+ level clientele).
Highlights
Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth familiesAdvise 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 marketsJoin 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, xzbcwsv 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
#2086
Ensure you read the information regarding this opportunity thoroughly before making an application.
Overview
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (100M+ level clientele).
Highlights
Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth familiesAdvise 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 marketsJoin 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, xzbcwsv 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
#2086
Details
| Company | Leah Yosef International |
| Location | Charlottesville, Virginia, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |