Senior Wealth Manager - Succession Planning

Leah Yosef International; Santa Maria (CA); Presencial; USD 300.000 - 400.000; Jornada completa

Descripción de la vacante

Leah Yosef International seeks a Senior Wealth Manager to serve as fiduciary lead and primary relationship manager for complex ultra high net worth families in California.

The role involves advising on asset allocation and portfolio construction across asset classes and coordinating with planning capabilities such as estate and tax planning, trust administration, intergenerational wealth transfer, real estate, and philanthropy.

Formación

• 10+ years of relationship management experience with ultra high net worth clientele.
• Experience advising on asset allocation and portfolio construction.

Responsabilidades

• Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families.
• Advise on asset allocation and portfolio construction across asset classes with clear explanations to sophisticated clients.
• Join a planning-driven culture with capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, and more.
• Collaborate with specialists to coordinate services and drive relationship growth.

Conocimientos

Relationship management

UHNW client experience

Asset allocation

Portfolio construction

Fiduciary leadership

Descripción del empleo

Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).

Highlights

• Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
• Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
• Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
• Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth
• $300,000+ compensation package

Requirements

• 10+ years of relationship management experience with ultra high net worth clientele