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Ultra High Net Worth Relationship Manager - San Francisco CA - 20mm+ level clientele

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JOB DESCRIPTION
Job #: 15000
Status: Inactive / Filled
Title: Ultra High Net Worth Relationship Manager - San Francisco CA - 20mm+ level clientele
Job Location: CA-San Francisco
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Asset & Investment
Industries: None
Base Compensation:
Low: $200,000       High: $200,000
Total Compensation:
Low: $350,000       High: $500,000+
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: above average
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: local candidates only
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Ultra High Net Worth Relationship Manager - San Fransisco CA - 20mm+ level clientele;
 
Job Description:
Provide sophisticated investment advice and high touch relationship management to select group of ultra high net worth families; Source new business
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: 10+ years investment advisory and relationship management experience in the ultra high net worth arena; Track record of business development success
 
Preferred Qualifications: CFA or MBA
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 9-10+
 
First Name:
Last Name:
E-mail Address:

 

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