The Financial Services recruiting team is partnering with a well-established, growing and prominent Multi Family office in Wilmington, DE.
This opportunity is a highly visible Relationship Manager and Wealth Advisor to portfolio of UHNW Clients, +5B in AUM. This individual will be the point of contact for all investment, fiduciary, and overall wealth planning, and tax support and leading a team of two junior Client Advisors.
Senior Relationship Manager / Wealth Advisor – Wilmington, DE – SVP level
The Senior Relationship Manager, Wealth Advisor is an excellent opportunity for someone with 10-15 years of high touch client service and relationship management experience looking for a robust and highly visible role with tremendous opportunity for long term growth.
The firm provides excellent benefits, including;
- Extremely strong profit share.
- Fully paid medical benefits for employee & family.
- Competitive base and two bonuses yearly.
- Paid parking.
- Travel is not required. While there’s a high touch RM component, this person is not required to travel heavily, with the majority being regional.
Well-established and leading Multi-Family Office & Investment firm with an office in Wilmington, DE.
- Highly visible role and opportunity to interface with Principles and MD’s of the firm.
- Long tenure firmwide, as well as within the growing Delaware office.
- The firm is experiencing continued growth nationwide, with an emphasis on high touch relationship management and family office services.
Why you should apply:
- Highly visible role and opportunity to interface with a complex portfolio of UHNW clients.
- Prominent and well-established firm offering continuous growth opportunities.
Candidates are required to have a Master’s degree, (JD, LLM), CFA or CPA.
10+ years of related investment and relationship management experience working with UHNW individuals and families.
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