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UHNW Relationship Manager
2 months ago
Job Summary:
ECG Resources, Inc. is seeking a seasoned UHNW Relationship Manager to join our team of experienced professionals. In this role, you will provide expert guidance and support to Ultra High Net Worth (UHNW) clients on intricate trust, estate, and wealth planning strategies, as well as a range of other family office services.
Key Responsibilities:
- Work closely with a select group of UHNW families, offering comprehensive advice on wealth planning, family office services, and all facets of their financial affairs.
- Focus on delivering exceptional client service with a high-touch approach.
- Engage with clients whose investable assets typically exceed $100 million within the firm.
What We Offer:
- A collaborative and collegial team environment.
- A competitive compensation package including a base salary, bonus structure, equity component, and outstanding benefits.
- Relocation assistance available for eligible candidates.
Requirements:
- JD or CPA qualification.
- Minimum of 15 years of experience in tax, estate planning, or wealth management.
- Candidates from law or CPA firms are encouraged to apply, as well as those with in-house wealth planning experience combined with prior exposure in a law or CPA firm.
