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Relationship Manager - Multi-Family Office

Company: ECG Resources, Inc.
Location: Orange
Posted on: March 27, 2020

Job Description:

Long-term Established Multi-Family Office seeks Relationship Manager to work with Senior Managing Director on servicing ultra-high net worth relationships including the firm's most significant client.The Firm: Has an excellent team atmosphere and culture; primary commitment is to client service in a fiduciary capacity and fostering an environment for personal and professional career growthRelationship Manager: * -- -- --Work directly with Senior MD to provide comprehensive service to firm's largest client(1B+) in addition to a client base of HNW individuals and families (20-200mm+) * -- -- --Maintain extensive contact with clients regarding tax, estate, legal structures, investment, trust, and philanthropic matters * -- -- --Review documents, provide strategic counsel regarding various entities, and liaise extensively with outside client counsel and family office representatives * -- -- --Coordinate with internal subject matter experts regarding investments and all facets of wealth management Requirements: * -- -- --Requires 6+ years with a strong technical background in either tax, estate, or diverse wealth planning experience * -- -- --Currently in a client facing capacity with exposure to UHNW clients * -- -- --Will consider candidates from another MFO, SFO, RIA, law or CPA firm, or other UHNW financial services company This opportunity offers a solid career path with strong growth potential at a well-established firm. Relocation assistance is available.

Keywords: ECG Resources, Inc., Orange , Relationship Manager - Multi-Family Office, Administration, Clerical , Orange, California

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