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Senior Wealth Planning Advisor
4 weeks ago
We are seeking a seasoned Senior Relationship Manager to join our team at NPAworldwide. As a key member of our Multi-Family Office, you will provide counsel to Ultra High Net Worth (UHNW) clients on sophisticated trust, estate, and wealth planning strategies, as well as various family office services.
Key Responsibilities:- Work closely with a select group of UHNW families to understand their complex wealth planning needs and provide tailored solutions.
- Develop and maintain strong relationships with clients, ensuring exceptional service and support throughout their financial journey.
- Collaborate with internal teams to deliver comprehensive family office services, including investment management, tax planning, and estate planning.
- Stay up-to-date with industry trends and regulatory changes to ensure clients receive the best possible advice.
- Minimum 5 years of experience in wealth planning, trust and estate planning, or a related field.
- Proven track record of building and maintaining strong relationships with high net worth clients.
- Strong understanding of trust, estate, and wealth planning strategies, as well as family office services.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, internal teams, and external partners.
