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Senior Wealth Manager

Leahyosef

Charlottesville, VA, United States · senior
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Charlottesville, VA, United States
Location
Senior
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Leahyosef
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Hr Manager jobs
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Senior Wealth Manager Multi Family Office Charlottesville, VA Overview Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (100M+ level clientele). Highlights • Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families • Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy...

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