Commission-based; salary range is average approxim...
Ultra high-net-worth client portfolio
Philanthropic advisory expertise
Estate planning and tax structuring
The role focuses on advising affluent individuals and families on wealth preservation, legacy planning, and charitable giving
Job Summary
The role focuses on advising affluent individuals and families on wealth preservation, legacy planning, and charitable giving.
Candidates must bring an established portfolio of UHNW clients and demonstrate expertise in philanthropic initiatives like foundations and donor-advised funds.
This is a commission-based position offering competitive performance incentives and access to an exclusive network of high-net-worth clients.
Matching Summary
Match Score: 85
The role focuses on advising affluent individuals and families on wealth preservation, legacy planning, and charitable giving.
Salary
Commission-based; Salary range is average approximate based on past earnings; Not specified
Skills & Requirements
Must-have
Ultra High-Net-Worth client portfolio
Philanthropic advisory expertise
Estate planning and tax structuring
Investment strategy development
Client relationship management
Nice-to-have
Holistic financial solutions delivery
Impact investing knowledge
Strong communication skills
High level of integrity
Market trend awareness
Key Requirements
At least 5 years experience in wealth management or private banking
Transferable portfolio of Ultra High-Net-Worth clients
Relevant professional certifications such as CFP or ChFC
Demonstrated expertise in philanthropic advisory strategies