Demo

Relationship Manager

NPA WorldWide
Phoenix, AZ Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/20/2025

Job description : We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB client range)Manage client engagements with the goal of developing complex wealth planning solutions and strategiesEmphasis on high-touch client service and deep technical planningExtensive opportunity to take on new responsibilities and advance within the organizationFirst point of contact with clients~Relocation Assistance Available~ Qualifications : Requires 12 years' of comprehensive wealth planning experience for UHNW clientsAdvanced degrees or professional designations are a plus Why is This a Great Opportunity : Extensive opportunity to take on new responsibilities and advance within the organizationFirst point of contact with clients~Relocation Assistance Available~

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