UHNW Relationship Manager MultiFamily Office

ECG Resources, Inc.; Houston (TX); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Relocation assistance available

Job summary

ECG Resources, Inc. is seeking a Relationship Manager to counsel UHNW clients on sophisticated trust, estate, and wealth planning strategies, along with family office services.

Candidates should hold a JD or CPA and bring 15+ years of tax, estate or wealth planning experience; relocation assistance is available. The role emphasizes high-touch client service and close collaboration with a select group of families.

Qualifications

• JD or CPA required with 15+ years of tax, estate or wealth planning experience.
• Experience counseling UHNW families and coordinating across wealth planning services.
• Strong client service orientation and ability to work with high-net-worth clients.

Responsibilities

• Work with a select group of UHNW families across wealth planning and family office services.
• Provide high-touch, proactive counsel on complex wealth strategies.
• Collaborate with internal professionals to deliver comprehensive client service.

Skills

UHNW Wealth Planning

Relationship Management

High-Touch Service

Estate & Tax Knowledge

Education

JD or CPA

Job description

Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.

• Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
• Emphasis on high-touch client service; No new business requirements.
• Average client has 100mm+ investable assets with firm
• The firm has a collegial atmosphere team approach
• Compensation package includes base salary, bonus, equity component, and an excellent benefits package
• Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
• Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm

~ Relocation Assistance Available ~