Family Office Wealth Manager - Client Strategy & Planning

Regal Executive Search; Los Angeles (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing client relationships, coordinating wealth strategies, and preparing critical materials for client meetings. The ideal candidate will have experience with UHNW individuals and possess strong planning skills, making a significant impact on client engagement and business development.

Qualifications

• Strong knowledge of estate planning and taxation.
• Experience supervising preparation of client meeting materials.

Responsibilities

• Manage daily aspects of client engagements within a team.
• Develop and implement wealth plans collaboratively.
• Prepare meeting materials and coordinate follow-up actions.

Skills

Estate planning

Executive compensation

Taxation

Stock options

Retirement planning

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Bachelor's degree in Law

Bachelor's degree in Economics

Job description

A leading financial services firm is seeking a Manager for its Wealth Management team in Los Angeles. This role involves managing client relationships, coordinating wealth strategies, and preparing critical materials for client meetings. The ideal candidate will have experience with UHNW individuals and possess strong planning skills, making a significant impact on client engagement and business development.