UHNW Private Client Advisor

JCW Group; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group is seeking a Senior Relationship Manager to serve as the primary contact for high-net-worth and ultra-high-net-worth individuals and families. You will manage client relationships, contribute to business development, and collaborate with an in-house team across financial planning, tax, estate planning, and investment management.

You will lead regular meetings and planning sessions, develop comprehensive financial plans, and coordinate with attorneys and CPAs to deliver integrated

Qualifications

• 5+ years in financial advisory, wealth management, or private client services.
• Experience working with high-net-worth or ultra-high-net-worth clients.
• Strong knowledge of investment management, financial planning, estate planning, and tax.
• Proven ability to manage complex client relationships with discretion.
• High emotional intelligence and ability to navigate sensitive family dynamics.
• Strong analytical skills and attention to detail.
• Ability to work independently and as part of a team.

Responsibilities

• Serve as lead advisor and relationship manager for a select group of HNW and UHNW clients and families, leading regular meetings, reviews, and planning sessions.
• Develop and implement comprehensive financial plans covering investments, retirement, estate, tax, and risk management.
• Work with internal investment teams to align and monitor portfolios as markets and client circumstances change.
• Coordinate with attorneys, CPAs, and insurance specialists to deliver integrated advice.
• Support complex needs such as multi-generational planning, concentrated stock, liquidity events, philanthropy, and trusts.
• Deepen existing relationships, generate referrals, and contribute to new client acquisition.
• Maintain accurate documentation, compliance, and client records in CRM and planning systems.

Skills

Relationship management

Wealth management

Financial planning

Estate planning

Tax planning

Multi-generation planning

Communication

Education

MBA or MS in Finance

CFA/CPWA/RICP/CEPA (optional)

Tools

CRM systems

Portfolio management software

Job description

A multi-family office and RIA is seeking a Senior Relationship Manager to serve as the primary point of contact for high-net-worth and ultra-high-net-worth individuals and families. You will manage client relationships, contribute to business development, and work with an in-house team across financial planning, tax, estate planning, and investment management.

Responsibilities

• Serve as lead advisor and relationship manager for a select group of HNW and UHNW clients and families, leading regular meetings, reviews, and planning sessions
• Develop and implement comprehensive financial plans covering investments, retirement, estate, tax, and risk management
• Work with internal investment teams to align and monitor portfolios as markets and client circumstances change
• Coordinate with attorneys, CPAs, and insurance specialists to deliver integrated advice
• Support complex needs such as multi-generational planning, concentrated stock, liquidity events, philanthropy, and trusts
• Deepen existing relationships, generate referrals, and contribute to new client acquisition
• Maintain accurate documentation, compliance, and client records in CRM and planning systems

Requirements

• 5+ years in financial advisory, wealth management, or private client services
• Experience working with HNW or UHNW clients
• Strong knowledge of investment management, financial planning, estate planning, and tax
• Proven ability to manage complex client relationships with discretion
• High emotional intelligence and the ability to navigate sensitive family dynamics
• Strong analytical skills and attention to detail
• Ability to work independently and as part of a team

Preferred

• Family office or multi-family office experience
• Advanced degree (MBA, MS in Finance, or related)
• Additional designations such as CFA, CPWA, RICP, or CEPA
• Established network within the high-net-worth community