Senior Wealth Advisor - UHNW Family Office

Leah Yosef International; Detroit (MI); On-site; USD 180,000 - 320,000; Full time

Job summary

A prestigious financial services firm in Detroit seeks a Senior Wealth Manager to oversee wealth management, investment, and lifestyle services for ultra high net worth families. The ideal candidate has over 10 years of wealth management experience, including experience with clients holding significant investable assets. This full-time role promises collaborative support and high integrity in a dynamic environment.

Qualifications

• 10+ years of wealth management experience, including lead advisor experience with ultra high net worth clientele.

Responsibilities

• Oversee wealth management, investment advisory, and lifestyle management services for ultra high net worth families.
• Serve as a trusted advisor across investment, estate, tax, and philanthropic matters.
• Act as the central communication point between in-house teams and external professionals.
• Identify opportunities to enhance efficiency and client experience.

Job description

A prestigious financial services firm in Detroit seeks a Senior Wealth Manager to oversee wealth management, investment, and lifestyle services for ultra high net worth families. The ideal candidate has over 10 years of wealth management experience, including experience with clients holding significant investable assets. This full-time role promises collaborative support and high integrity in a dynamic environment.