High Net Worth Portfolio Manager

Company Overview: Our client is a leading Global Multi Family Office/RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space, catering to this level of clientele from private banks or RIAs.Job Description: As a Senior UHNW Relationship Manager, you will be responsible for managing existing portfolios...

Senior UHNW Relationship Manager PositionWe are seeking an experienced Senior UHNW Relationship Manager to join our team at Avior Executive Search, Inc. As a key member of our organization, you will be responsible for managing a portfolio of ultra-high net worth clients, providing exceptional service and support to meet their complex wealth management...

About the OpportunityArootah is a well-funded disruptor in the finance, wellness, and technology space, offering a unique opportunity to work with our prestigious client base in the Hedge Fund and Family Office industry.We are seeking a High-Net-Worth Portfolio Assistant to join our team, responsible for providing expert advice to our clients. With a strong...

VIP Account Manager RoleWe are seeking a talented and customer-focused individual to join our VIP team at FanDuel Group. As a VIP Account Manager, you will be responsible for managing a portfolio of high-net-worth customers and providing exceptional service to ensure their loyalty and satisfaction.Responsibilities:Manage and retain a portfolio of High Value...

About the Job">We are seeking a High-Net-Worth Tax Manager to join our team in New York City or Long Island, NY. The ideal candidate will have 8+ years of experience in tax compliance and a specialization in individual, fiduciary, estate, and gift taxation.">Key Responsibilities">Lead a team in Private Client Services, providing taxation expertise to...

About UsWe are a leading wealth management and consulting firm dedicated to providing exceptional services to our clients. Our team of experts includes attorneys, tax advisors, financial planners and investment professionals who are committed to delivering objective financial guidance and support.Job SummaryWe are seeking an experienced High Net Worth Tax...

About the RoleWe are looking for a skilled Senior UHNW Relationship Manager to manage a portfolio of high net worth clients and provide expert guidance on investment strategies.Key Performance Indicators• Client satisfaction and retention rates.• Revenue growth and profitability.• Team collaboration and knowledge sharing.Qualifications1. Bachelor's...

Job Overview">We are seeking a skilled Private Client Relationship Manager to join our team at Citizens. This role is perfect for individuals who thrive in a fast-paced environment and are passionate about delivering exceptional customer service.">About the Role">In this position, you will be responsible for building and maintaining relationships with high...

International Tax ExpertWe are seeking a highly skilled international tax expert to join our team as a High Net Worth Tax Compliance Expert.About the PositionManage tax compliance for high net worth individuals and entitiesPrepare and compile tax information for internal use and external tax counselAssist in tax research, tax basis preparation, and other...

High-Net-Worth Tax Expert WantedKnowhirematch is recruiting a highly skilled Tax Manager to oversee the tax affairs of high-net-worth individuals and entities. This role requires a deep understanding of tax laws, regulations, and strategies to minimize tax liabilities. As a member of our team, you will lead a team of tax professionals, develop tax plans, and...

Role OverviewWe are seeking a seasoned Senior Relationship Manager to join our team, focusing on Ultra High Net Worth (UHNW) individuals. The successful candidate will be responsible for acquiring, maintaining, and growing profitable long-term relationships with HNW/UHNW clients.About the RoleThis is an exceptional opportunity for a motivated individual with...

The Michael Page family office in New York City is seeking a skilled High Net Worth Tax Professional to join their team.**Job Summary:**We are looking for an experienced tax professional to be involved in all tax compliance and provision matters, with a focus on high net worth individuals and families.**Responsibilities:**HNW tax compliance and...

Job OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on criminal defense, matrimonial and civil matters. We are seeking an experienced NYS admitted attorney to handle Matrimonial, Family, and Litigation matters for our high net worth clientele.The ideal candidate will be well-organized, self-motivated, and reliable, with the ability to...

Career OpportunityBukh Law Firm, PLLC is seeking a highly skilled Family and Litigation Attorney to join our team.The successful candidate will have a proven track record of handling high net worth cases and clientele.Salary: $150,000 - $220,000 per year, commensurate with experience.About the PositionThe Family and Litigation Attorney will be responsible...

Responsibilities:The Tax Associate will be responsible for the following key tasks:Preparing and reviewing tax returns for high-net-worth clientsConducting research on complex tax issues and developing recommendations for clientsProviding exceptional client service through timely and effective responses to client needs and concernsWorking collaboratively...

Client Service Lead">A highly respected, billion-dollar AUM Independent RIA firm seeks a seasoned professional to oversee the Client Service team and drive the growth of our business.The ideal candidate will be a strategic thinker with exceptional leadership skills and a passion for delivering exceptional client experiences.">Main Responsibilities">Develop...

Job DescriptionWe are seeking an experienced Personal Assistant to provide personalized concierge and lifestyle management services to a high-net-worth individual and their family.ResponsibilitiesManage travel logistics, including booking flights, transportation, and accommodationsResearch and create travel itinerariesStay up-to-date on hospitality trends to...

Join us at Brown Brothers Harriman & Co. and embark on an exciting career journey as a Relationship Manager IV. In this pivotal role, you will leverage your expertise to build strong relationships with high-net-worth clients, drive business growth, and deliver exceptional service.About UsAt Brown Brothers Harriman & Co., we prioritize diversity and...

Job Description:CPR Security Services LLC is seeking a highly skilled and experienced Security Officer to join our team. This role requires the ability to protect high net worth clients from potential threats and ensure their safety at all times.Salary Estimate:$65,000 - $85,000 per yearMain Responsibilities:Protect high net worth clients from potential...

Job Overview:We are seeking a seasoned Investment Manager to oversee and manage SMA (Separately Managed Accounts) portfolios for Beacon, a leading asset management firm.About Beacon:Beacon is a forward-thinking asset management company that prioritizes innovative investment strategies and exceptional client service.Key Responsibilities:Develop and implement...