UHNW Relationship Manager

2 weeks ago


Houston, Texas, United States ECG Resources Full time
UHNW Relationship Manager

ECG Resources is seeking a seasoned UHNW Relationship Manager to join our team. As a trusted advisor, you will counsel high net worth clients on sophisticated trust, estate, and wealth planning strategies, as well as provide family office services.

Key Responsibilities:
  • Work closely with a select group of UHNW families to understand their complex financial needs and provide tailored solutions.
  • Develop and maintain strong relationships with clients, ensuring exceptional service and a deep understanding of their goals and objectives.
  • Collaborate with internal teams to deliver comprehensive wealth planning services, including tax, estate, and investment planning.
  • Stay up-to-date on industry trends and regulatory changes, ensuring clients receive the best possible advice.
  • Contribute to the development of business strategies and initiatives to drive growth and client satisfaction.

Requirements:

  • JD or CPA degree and 15+ years of experience in tax, estate, or wealth planning.
  • Proven track record of success in high net worth client management and wealth planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.

What We Offer:

  • Competitive compensation package, including base salary, bonus, and equity component.
  • Excellent benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • Collaborative and dynamic work environment, with a team-oriented approach.

Relocation Assistance Available:



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