Family Wealth Advisor

Company Description: Our Client is a very prestigious Fortune 50 financial services organization that is building a multi family office, catering to their Ultra High Net Worth Clientele.

Responsibilities:
You will be responsible for building and managing high-end consultative relationships with existing clients of the organization, as well as developing new relationships. You will act in an advisory capacity in all aspects of wealth management, including investment advice for domestic and international assets, estate and tax planning, credit advice and structuring. You will be fully versant with the world of real estate, options, futures and alternative assets such as hedge funds and private equity. You will work closely with central product experts and with other advisors to create wealth strategies for clients.

Requirements:
You must have a minimum of 10 years experience in the wealth advisory arena, specifically managing relationships with clients who have a minimum of $50MM in net worth. You must have a strong technical knowledge and also have the ability to articulate the value of wealth planning to high net worth clients. Excellent educational credentials are preferred. Integrity and the ability to work in a team-focused environment are key.