Our client is a leading Multi-Family Office & Investment firm with an office in Washington, DC and looking for a strong investment professional with excellent relationship management skills and experience interfacing with large, complex UHNW clients.
The Relationship Manager is a Wealth Advisor to a portfolio of UHNW Client relationships and will be a key person on investment management, client servicing and fiduciary/trust oversight. They will act internally as a liaison between Sr. team members and all other service areas of the organization, including Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management and Philanthropic Advisory.
Excellent opportunity for someone with 5-10 years’ experience looking for a long-term growth opportunity with a reputable, well established firm.
Responsibilities, Relationship Manager – Client Advisor – Multi Family Office RM, Washington, DC:
Qualifications, Relationship Manager – Client Advisor – Multi Family Office RM, Washington, DC:
Please contact Anna Souers – firstname.lastname@example.org, 800.450.3808 to discuss further.
We gladly pay $500 for referrals that result in hire. All referrals are confidential, please send information to Anna.