Senior Relationship Manager

Company:  NPAworldwide
Location: Houston
Closing Date: 31/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
  • 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
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