UHNW Family Office Wealth Management Associate

Russell Tobin; San Francisco (CA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal candidates have 3-6 years in wealth management and are versed in trust and estate concepts. Competitive salary and benefits offered.

Qualifications

• 3-6+ years of experience in family office or wealth management.
• Ability to communicate trust and estate concepts clearly.
• Experience in client-facing environments.

Responsibilities

• Support senior Relationship Managers on family office relationships.
• Serve as a primary contact for client requests.
• Develop understanding of client preferences for personalized service.
• Execute client service strategies and monitor team goals.

Skills

Client relationship management

Understanding of family office and wealth management

Communication of tax concepts

Tools

Fidelity Wealthscape

Salesforce

Job description

A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal candidates have 3-6 years in wealth management and are versed in trust and estate concepts. Competitive salary and benefits offered.