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UHNW Relationship Manager

Preferred Location:
South-East
Open to Relocation:
No
Portable Assets Under Management:
Yes
We are currently representing a Relationship Manager serving ultra-high-net-worth families who is exploring opportunities with a more collaborative culture. Details below:
  • Manages a book of approximately $500M AUM while serving as lead or co-lead advisor on more than $1.5B in client relationships
  • Brings approximately eight years of experience in a lead client relationship and client management capacity
  • Advises families with net worth ranging from $30M to over $1B across tax planning, estate planning, wealth transfer, and comprehensive financial planning strategieS
  • Seeking a more collaborative and relationship-oriented culture after observing significant changes within his current organization
  • Works closely with sophisticated ultra-high-net-worth clients on complex multigenerational wealth and legacy planning matters
  • Open to the right long-term opportunity and targeting total compensation in the low-to-mid $300K range

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