Relationship Manager- Family Office Services- 5B Multi-Family Office

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New York, NY
Job Type
Direct Hire
Jan 21, 2019
Job ID
5B+ Established Multi-Family Office seeks Director in New York City to join them as a Relationship Manager for HNW clients(25-50mm+) with a focus on high touch, seamless integration of services including:
-Comprehensive Family Office services
-Tax, Estate and Philanthropic planning
  • Be involved all aspects of HNW individuals financial affairs including mortgages, financing,  coordination of bill pay, buy/sell agreements, acquisition and disposition of strategic assets, etc.
  • Introductions will be made to existing client relationships. Emphasis is on providing excellent client service versus business development. 
  •  Requires 10+ years of HNW family office services experience. 
  •  Ideal candidates will come from a single or multi-family office environment, or the family office group of a financial services or CPA firm.