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UHNW Wealth Strategist - Cross Border
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: New York, NY
JOB DESCRIPTION

Job #: 44067
Title: UHNW Wealth Strategist - Cross Border
Job Location: New York City, New York - United States
Remote Job: Unknown
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Work for a top tier wealth management firm.

JOB DESCRIPTION

Top Tier wealth management firm seeks UHNW Wealth Strategist with cross-border planning experience to develop planning strategies for their clientele (75mm-1B+ net worth) and provide cutting edge solutions and excellent client service.

  • Work closely with investment advisors and their clients focusing on tax, estate, wealth transfer, and charitable giving
  • Maintain extensive client contact and interface with clients` outside attorneys and CPA`s
  • Collaborate with relationship managers, investment advisors and internal teams to surround client with subject matter experts in all areas of holistic wealth management
QUALIFICATIONS

Requires a J.D. and 8+ years planning experience with cross-border/international clients.

Education:
University - JD




How to Apply:


 
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