Ultra-HNI Wealth Management Advisor (Remote)

Mastersearch Hr Associatesliability Partn Ership

United States

Remote

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Flexible working arrangement

Job summary

Ultra-HNI Families | Global Private Wealth Advisory is seeking a Senior Family Wealth Management Advisor to join our global team. Location Hyderabad or Remote, with worldwide client coverage and immediate joining preference.

You will advise Ultra-HNI clients on sophisticated wealth decisions, investment strategy, wealth preservation and intergenerational planning, translating complex data into actionable recommendations for senior advisors and principals.

Qualifications

Strong financial analysis and modelling capabilities.
Experience in investment strategy and portfolio analysis.
Working familiarity with US taxation and tax research.
Comprehensive wealth and financial planning.
Estate, succession and intergenerational wealth planning.
Risk management and financial judgement.
Advisory communication and stakeholder management.
Technology-enabled research and analysis with AI-assisted tools.

Responsibilities

Analyze family balance sheets, cash flows and liquidity; build financial models.
Assess asset allocation, portfolio performance and risk against client objectives.
Develop wealth planning and preservation strategies for long-term security.
Research US taxation implications affecting wealth planning and returns.
Evaluate estate, succession and intergenerational wealth transfer.
Model scenarios for business liquidity events and expenditures.
Identify risks and recommend mitigations with clear trade-offs.
Prepare client-ready reports and presentations for senior advisors.