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High Net Worth Relationship Manager

2 months ago

Houston, Texas, United States ECG Resources Full time

Job Summary:

ECG Resources is seeking a seasoned Wealth Planning Specialist to join our team. As a key member of our wealth management group, you will provide expert counsel to high net worth individuals and families on sophisticated trust, estate, and wealth planning strategies.

Key Responsibilities:

  • Collaborate with a select group of high net worth families to develop and implement comprehensive wealth planning strategies
  • Provide high-touch client service, focusing on building long-term relationships and delivering exceptional results
  • Work closely with clients to understand their unique financial goals and objectives, and develop tailored solutions to meet their needs
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide innovative and effective wealth planning solutions
  • Contribute to the development of new business opportunities and partnerships

Requirements:

  • JD or CPA degree, with a minimum of 15 years of experience in tax, estate, or wealth planning
  • Proven track record of success in wealth planning, with a strong understanding of complex financial concepts and strategies
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work independently and as part of a team, with a strong sense of professionalism and discretion

What We Offer:

  • A competitive compensation package, including base salary, bonus, and equity component
  • An excellent benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development, with a focus on building a strong and diverse team

Relocation Assistance: Available for the right candidate.