Private Client Advisor

Job Description

Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact within a collaborative and dynamic environment.

Responsibilities:

· Manage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency