UHNW Relationship Manager
Lead high-value relationships with UHNW clients. No sales targets. Excellent base, bonus, potential equity. 15+ years’ experience and JD or CPA required.
This UHNW Relationship Manager position stands out by focusing exclusively on trusted advisory services for ultra-high-net-worth families. A generous compensation package is on offer, including a base salary, bonus opportunities, and a potential equity stake. This is a full-time, paid role that promises a collaborative, professional environment.
Relocation assistance is provided for the right candidate, signaling a commitment to securing the best possible talent in the wealth management space. Importantly, there are no new business requirements — your responsibilities center on nurturing existing client relationships. The firm’s culture is collegial and embraces a team-oriented approach, making it ideal for seasoned professionals who excel in an inclusive setting.
Requirements include a JD or CPA credential and at least 15 years of experience in tax, estate, or wealth planning. Whether your background is in a CPA or law firm or you have prior in-house family office experience, this position is designed for senior professionals who can deliver expert guidance to UHNW families.
Role Overview – What to Expect
As a UHNW Relationship Manager, your primary mission is to provide tailored advice to a select group of UHNW families. You will address sophisticated trust, estate, and wealth planning strategies. The average client manages over $100 million in investable assets.
This is not a sales-oriented role; success is measured by the quality of advice and service you provide instead. You will oversee all aspects of your clients financial lives, ensuring a comprehensive approach. Collaboration with other team members is encouraged, as the firm values collective expertise.
The daily rhythm involves client meetings, strategy reviews, and proactive service delivery. Responsibilities are varied, from managing intricate estate plans to coordinating intergenerational wealth transfers. Precision and discretion are essential traits for success in this role.
Основные преимущества
One of the top advantages of this position is the absence of new business requirements. This lets you devote your attention to enhancing and preserving client wealth. The compensation structure is highly competitive, featuring not just a base salary and bonus, but also an equity component for long-term rewards.
Employees also enjoy an excellent benefits package and a strong sense of security due to the firm’s established reputation. The culture is described as collegial, promoting collaboration and continuous learning. Relocation assistance is an extra highlight, opening the door for top professionals regardless of where they currently live.
Потенциальные проблемы
There are a few considerations for candidates. The extensive service expectations and the high-value client base can be demanding. Experience in wealth planning or estate law is necessary and not negotiable.
High standards of service are required at all times, which might limit flexibility for some professionals. The seniority requirement of 15+ years may exclude otherwise capable mid-level candidates. This isn’t a role for those seeking a sales-driven or high-growth business development position.
Окончательный вердикт
This UHNW Relationship Manager role is perfect for qualified, experienced professionals looking to focus purely on advisory excellence. With no sales pressure and attractive compensation, this is an exceptional opportunity for those who can meet the firm’s standards and bring deep expertise to the table.
