Financial Services Professional
2 weeks ago
International Search Consultants is partnering with a leading Multi-Family Office & Trust Company to fill a Client Advisor position in their West Coast offices. This is an exciting opportunity to join a rapidly growing and well-established organization with a high-touch and personalized model to Ultra-High Net Worth Individuals and Families.
Key Responsibilities:- Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
- Continued development of new business through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
- Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
- Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
- Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
- Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
- Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
- Contribute to internal committees on an ongoing basis as a part of the senior team.
- Bachelor's degree is required, an advanced degree is highly preferred, MBA or JD.
- CTFA, CFP, CFA, CPA.
- Minimum of 5 years of Trust and Estate Planning experience - preferred.
- Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
- Minimum of 5 years of proven business development within the UHNW space.
- Proficient knowledge and understanding of legal documents surrounding trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
- Previous leadership experience.
- Established network accounting and legal professionals in the local and regional markets.
- Rapidly growing and well-established organization.
- High visibility to Leadership with opportunities to expand the position and continued professional development.
- Competitive base, bonus, and comp structure with excellent benefits.
- Rewarding culture and team within a client-focused, family-oriented firm.
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