Family Office Investment Manager

4 hours ago


St Petersburg, Florida, United States MRINetwork Jobs Full time
Job Overview

Our client is seeking a seasoned fiduciary and investment management professional to join their team as a Family Office Fiduciary Advisor. This role requires a strong background in providing exceptional client service to ultra-high net worth individuals and families.

The ideal candidate will have at least 5 years of experience in a family office environment or private banking, with a proven track record of delivering superior service and managing complex client relationships. A college degree and advanced fiduciary or investment management designation are preferred.

The Family Office Fiduciary Advisor will be responsible for coordinating services across various departments, ensuring seamless delivery of lifestyle services, legacy planning, family development, and financial oversight. Strong project management skills and the ability to manage workflow effectively are essential for success in this role.

Key responsibilities include:

  • Managing client relationships and delivering exceptional service
  • Coordinating services across various departments
  • Developing and implementing investment strategies
  • Providing financial planning and oversight
  • Collaborating with internal teams to ensure seamless delivery of services

If you are a motivated and experienced professional looking for a challenging role in a dynamic environment, please submit your application.



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