Job #: 44067
Title: UHNW Wealth Strategist - Cross Border
Job Location: New York City, New York - United States
Remote Job: Unknown
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
Requires a J.D. and 8+ years planning experience with cross-border/international clients.
University - JD
How to Apply: