UHNW Private Client Advisor

Overview

A multi-family office and RIA is seeking a Senior Relationship Manager to serve as the primary point of contact for high-net-worth and ultra-high-net-worth individuals and families. You will manage client relationships, contribute to business development, and work with an in-house team across financial planning, tax, estate planning, and investment management.

Responsibilities

• Serve as lead advisor and relationship manager for a select group of HNW and UHNW clients and families, leading regular meetings, reviews, and planning sessions
• Develop and implement comprehensive financial plans covering investments, retirement, estate, tax, and risk management
• Work with internal investment teams to align and monitor portfolios as markets and client circumstances change
• Coordinate with attorneys, CPAs, and insurance specialists to deliver integrated advice
• Support complex needs such as multi-generational planning, concentrated stock, liquidity events, philanthropy, and trusts
• Deepen existing relationships, generate referrals, and contribute to new client acquisition
• Maintain accurate documentation, compliance, and client records in CRM and planning systems

Requirements

• CFP designation
• 5+ years in financial advisory, wealth management, or private client services
• Experience working with HNW or UHNW clients
• Strong knowledge of investment management, financial planning, estate planning, and tax
• Proven ability to manage complex client relationships with discretion
• High emotional intelligence and the ability to navigate sensitive family dynamics
• Strong analytical skills and attention to detail
• Ability to work independently and as part of a team

Preferred

• Family office or multi-family office experience
• Advanced degree (MBA, MS in Finance, or related)
• Additional designations such as CFA, CPWA, RICP, or CEPA
• Established network within the high-net-worth community