High Net Worth Relationship Manager
virtual vocationsDenver, CO
High Net Worth Relationship Manager
L5
virtual vocationsDenver, COyesterday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesTo support high-net-worth clients with assets of $5 million or more, the full-time High Net Worth Relationship Manager will facilitate family communication regarding wealth stewardship, provide educational resources to beneficiaries, and develop family legacy programs in a hybrid work environment.
Key responsibilities:
Facilitate effective communication and planning discussions within families regarding wealth transitions and responsibilities
Develop and deliver educational resources and workshops for beneficiaries on responsible wealth stewardship
Manage small-scale projects focused on creating family legacy marketing materials and programs
Required qualifications:
Master's degree in psychology, family communication, or related fields preferred
Minimum of 5 years experience in consulting or advising families of wealth or family businesses
Proven track record in project management and facilitation of financial and succession planning conversations
Excellent presentation skills for engaging with ultra-high-net-worth clients and larger groups
Experience in creating educational resources and thought leadership in family legacy content
Apply now (opens in a new tab)
Level
SeniorL5
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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