UHNW Wealth Advisor & Tax Strategy Architect

Leah Yosef International; New York (NY); Presencial; USD 225.000 - 275.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Revenue participation

Descripción de la vacante

Leah Yosef International, a fast-growing Multi-Family Office in New York, seeks a Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

You will partner directly with the founder and the firm's members to manage all aspects of ultra-high net worth client relationships, delivering comprehensive tax planning, estate planning, and wealth strategy while collaborating with external

Responsabilidades

• Manage all aspects of ultra-high net worth client relationships in collaboration with founder and ensemble practice
• Deliver comprehensive tax planning, estate planning, and wealth strategy for UHNW clients
• Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals
• Partner with internal investment and operations teams to deliver integrated investment planning and client service
• Maintain a client-first focus, prioritizing satisfaction and retention for long-term relationships

Descripción del empleo

Leah Yosef International, a fast-growing Multi-Family Office in New York, seeks a Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

You will partner directly with the founder and the firm's members to manage all aspects of ultra-high net worth client relationships, delivering comprehensive tax planning, estate planning, and wealth strategy while collaborating with external