Relationship Manager/SVP - Multi-family office - San Francisco, California United States - 33201



JOB DESCRIPTION

Job #: 33201
Title: Relationship Manager/SVP - Multi-family office
Job Location: San Francisco, California - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Compensation ranges from upper 100's to 300K package, depending on level and experience

JOB DESCRIPTION

Established multi-family office seeks SVP or VP level candidate to work closely with existing client base as first level contact regarding all fiduciary and wealth management issues.

The Firm:

Has an excellent office atmosphere and team; strong commitment to both client service and fostering an environment for personal and professional career growth

The Position:

*       Work closely with existing client base of families and HNW
individuals(30-500mm+)
*       Maintain extensive contact with clients regarding trust, investment,
wealth management, family office services and philanthropic matters
*       Review documents, provide administration of trust accounts and
liaise with outside client counsel and family office representatives
*       Coordinate with internal subject matter experts regarding
investments and other wealth management areas in addition to working closely
with clients' outside advisors
*       Help to expand client base via client referrals and developing
strong network of COI's

QUALIFICATIONS

Requirements:

*       8+ years’ diverse experience encompassing trust, asset allocation, and ability to converse with clients in all areas of wealth management

*         Must possess the ability to develop and grow relationships

*         Advanced degree and/or CTFA preferred. J.D. is a plus.

Education:
University - Master's Degree

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