Senior Financial Advisor

As an UHNW Senior Relationship Manager you are a member of this hedge fund organization. This organization is ranked among the top ten multi-family office organizations by the Family Wealth Alliance. You will address the wide-ranging financial needs of the ultra high net worth client including private banking investment management and consulting capital markets solutions financial tax and estate planning fiduciary services private foundations and administration and reporting needs. Your responsibilities include participating in the development of new client relationships managing complex accounts and clients with challenging and complicated estate planning needs and providing an exceptional client experience while adhering...read moreApply NowCompany

05-06-2024 UNITED STATES, Bridgewater, MA

Category: Employment & Jobs

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