Our confidential client, a top Private Wealth Management firm with over 1B AUM is seeking a driven professional for a client-facing relationship management role.
The firm serves ultra-high net worth individuals and families with a client centric approach to finance and wealth. The Client Director/Relationship Manager will manage the advisory and estate planning needs of a subset of HNW and UHNW clients, ensuring a high level of service through delegation and collaboration with team members.
Key Responsibilities:
Preferred Qualifications:
Benefits:
Salary Range: Base Comp Target DOE: 110-130K base plus bonus commiserate with experience
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here:
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