Senior Associate
On-site
Core
Primary contact for high-net-worth and ultra-high-net-worth families, providing wealth management advisory services.
Role type
Senior Associate (Wealth Management)
Builds
Multidisciplinary financial planning solutions for select business families
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Account Management, Customer Success, Financial Regulation, Investment Risk Management, Group Problem Solving, Decision Making, Interpersonal Relationships
Responsibilities
Serve as primary contact for a small number of high-net-worth families, collaborate with team members and external advisors, lead components of the practice based on expertise