Senior Client Relationship Manager

2 weeks ago


Pasadena, California, United States International Search Consultants Full time

Wealth Management Consultant Role

International Search Consultants is on the lookout for a Wealth Management Consultant to enhance our team. This position focuses on collaborating with Ultra-High Net Worth Individuals and Families, delivering tailored financial solutions that meet their unique needs.

Key Qualifications:

  • Relevant certifications such as CTFA, CFP, CFA, or CPA
  • Minimum of 5 years in Trust and Estate Planning
  • Over 10 years of experience in Wealth Advisory and Portfolio Management
  • Demonstrated success in business development within the UHNW sector
  • Familiarity with financial and estate planning legal documentation
  • Leadership experience
  • Established connections in the accounting and legal fields

What We Offer:

  • Professional development opportunities
  • Attractive compensation package and benefits
  • A collaborative and client-focused workplace

Core Responsibilities:

  • Oversee relationships with UHNW clients
  • Identify and cultivate new business prospects
  • Lead the Client Advisory team
  • Work in conjunction with other departments to facilitate client initiatives
  • Manage account openings and asset transitions
  • Engage with the investment team for client assessments
  • Support tax and operations teams
  • Contribute to internal committees


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