Trust and Estates/Attorney/In House/Philadelphia, Pennsylvania
Location: Philadelphia, Pennsylvania
Description: GCC Consulting is hiring Trust and Estates/Attorney/In House/Philadelphia, Pennsylvania right now, this vacancy will be delegated in Pennsylvania. More complete informations about this vacancy opportunity kindly see the descriptions. UHNW Senior Relationship Manager The candidate will address the wide-ranging financial needs of the ultra high net ! worth client, including private banking; investment management and consulting; capital markets solutions; financial, tax and estate planning; fiduciary services; private foundations; and administration and reporting needs. Responsibilities include participating in the development of new client relationships, managing complex accounts and clients with challenging and complicated estate planning needs and providing an exceptional client experience while adhering to required risk management/compliance policies and procedures. The accounts might include multi-generational trusts among multi-family lines, complex gifting situations, unusual family dynamics, litigation concerns and special assets. The estate planning needs might include multi-family and generational planning, dynasty trusts, disclaimers and complex wealth replacement strategies. Act relatively independently on client and group projects drawing upon your innovative problem solving skills, knowledge of estate and t! rust administration to build client and team rapport and manag! e expectations and outcomes.
The candidate should have a Bachelor's degree preferably with J.D. and/or other Wealth Management related professional designations. Must have 10+ years of experience in relationship management of ultra high net worth clients. Solid working knowledge of client contact and relationship management systems and technology required.
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If you were eligible to this vacancy, please send us your resume, with salary requirements and a resume to GCC Consulting.
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This vacancy starts available on: Tue, 17 Sep 2013 11:30:09 GMT
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