About this opportunity
Leah Yosef International lists this Senior Wealth Manager - Succession Planning opportunity in santa maria, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Wealth Manager
Multi Family Office
Southern California
Are you the right applicant for this opportunity Find out by reading through the role overview below.
Overview
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).
Highlights
Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
Advise 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 markets
Join 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, xhqgsiq 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
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Worksite address
santa maria, TX, 78592, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.