UHNW Relationship Manager

3 months ago


Houston, United States ECG Resources Full time

Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.

  • Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
  • Emphasis on high-touch client service; No new business requirements.
  • Average client has 100mm+ investable assets with firm
  • The firm has a collegial atmosphere team approach
  • Compensation package includes base salary, bonus, equity component, and an excellent benefits package
  • Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
  • Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm

~ Relocation Assistance Available ~




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