UHNW Family Office Wealth Management Associate
russell tobinMillbrae, CA
UHNW Family Office Wealth Management Associate
russell tobinMillbrae, CA
15 days ago
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout the role
A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal candidates have 3-6 years in wealth management and are versed in trust and estate concepts. Competitive salary and benefits offered.
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JOB OVERVIEW
Experience level
Junior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
15 days ago
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