UHNW Wealth Strategy & Relationship Lead

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Leah Yosef International is seeking an Ultra High Net Worth Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

The role partners directly with the founder to manage all aspects of ultra-high net worth client relationships, delivering comprehensive tax planning, estate planning, and wealth strategy while collaborating with external advisors and internal teams.

Qualifications

• UHNW wealth management experience is preferred.
• Strong tax and estate planning knowledge.
• Ability to collaborate with external professionals and internal teams.
• Client-focused with a track record of growth in relationships.

Responsibilities

• Manage all aspects of ultra-high net worth client relationships.
• Deliver comprehensive tax planning, estate planning, and wealth strategy.
• Collaborate with external advisors including estate planning attorneys, accountants, and tax professionals.
• Partner with internal investment and operations teams to deliver integrated investment planning and client service.
• Maintain a strong client-first focus, emphasizing client satisfaction and retention.

Skills

Relationship management

Wealth planning

Tax planning

Estate planning

Job description

Leah Yosef International is seeking an Ultra High Net Worth Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

The role partners directly with the founder to manage all aspects of ultra-high net worth client relationships, delivering comprehensive tax planning, estate planning, and wealth strategy while collaborating with external advisors and internal teams.