Upvote
Downvote
Client Advisor
Share Job
- Suggest Revision
- ISC’s team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity.
- The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families.
- Minimum of 5 years of Trust and Estate Planning experience preferred.
- Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
- Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
Active Job
Updated 9 days agoSimilar Job
Relevance
Active