Ultra High Net Worth Wealth Strategist
7 days ago
Overview
Leah Yosef International is seeking a seasoned Senior Wealth Advisor to manage complex relationships with ultra-high net worth clients. The ideal candidate will possess extensive experience in comprehensive wealth management, tax and estate planning, investment management, and family office services.
Key Responsibilities
- Advise 20+ ultra-high net worth client relationships, including multi-generational families, foundations, and endowments, on wealth management strategies, tax planning, and investment management.
- Develop and implement customized portfolios for high net worth clients, incorporating marketable securities, concentrated equity positions, alternative investments, and private investments.
- Collaborate with the team to drive 30%+ year-over-year AUM growth and achieve succession planning goals.
- Work in a hybrid schedule, with 2-3 days per week in the office, either in Silicon Valley or Downtown San Francisco.
- Pursue clear path towards partnership and equity.
Requirements
- 10+ years of wealth management experience advising ultra-high net worth clientele (10m+ level).
About Leah Yosef International
Leah Yosef International is a national Multi-Family Office offering a full array of Family Office Services and customized portfolios. We are committed to delivering exceptional wealth management solutions to our clients.
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