What are the responsibilities and job description for the Private Wealth Manager position at International Search Consultants?
Private Wealth Manager (RIA)
Location : Los Angeles, CA, OR Orange County
About the Role
A leading RIA is seeking a Private Wealth Manager to join its team. This position focuses on building and nurturing long-term client relationships while collaborating with portfolio management teams to deliver exceptional wealth management solutions.
The ideal candidate will bring expertise in financial planning, including multigenerational planning, philanthropy, pre-liquidity strategies, and fiduciary advisory, alongside a passion for client service and business development.
Key Responsibilities :
- Spearhead business development initiatives, contributing to the firm's growth.
- Serve as the primary contact for managing client relationships and providing exceptional service.
- Partner with Portfolio Managers to address client needs and develop tailored wealth planning strategies .
- Attend client and prospective client meetings and events to strengthen relationships.
- Act as a relationship liaison coordinating with external professionals such as estate attorneys and accountants to enhance the client experience.
Required Qualifications :
Preferred Qualifications :
Why Join?
This role offers an exciting opportunity to work with high-net-worth families, institutions, and foundations while contributing to the firm's mission of delivering exceptional client outcomes. The position is ideal for a proactive, detail-oriented professional ready to take their wealth management career to the next level.
