Vice President - Client Advisory
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-20
Listing for:
NPA WorldWide
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Job description
- Act as a trusted advisor to UHNW individuals and families, providing holistic financial and investment advice.
- Conduct detailed financial planning covering estate, tax, and wealth transfer strategies.
- Monitor and review portfolios, ensuring they align with client goals and performance expectations.
- Collaborate with external advisors (attorneys, accountants, bankers) to coordinate comprehensive client solutions.
- Ensure fiduciary responsibility and compliance, placing the clients interests first.
- Mentor and train internal client coverage teams, fostering collaboration and excellence.
- Anticipate client needs, proactively providing insights and education to enhance decision-making.
- 10+ years in financial services ideally in private wealth management, investment banking, or an RIA.
- Proven success advising UHNW clients or managing complex financial relationships.
- Bachelors degree in finance, economics, or a related field.
- Strong communication and relationship-building abilities.
- Advanced Microsoft Office proficiency.
- Deep understanding of portfolio management, financial planning, and wealth structuring concepts.
- Preferred Qualifications:
CFA, CFP, MBA, or other relevant certifications. - Advanced degree in business, economics, or finance.
- Exposure to financial technology platforms or CRM tools.
- Experience in tax and estate planning coordination with external professionals.
- Act as a trusted advisor to UHNW individuals and families, providing holistic financial and investment advice.
- Conduct detailed financial planning covering estate, tax, and wealth transfer strategies.
- Monitor and review portfolios, ensuring they align with client goals and performance expectations.
- Collaborate with external advisors (attorneys, accountants, bankers) to coordinate comprehensive client solutions.
- Ensure fiduciary responsibility and compliance, placing the clients interests first.
- Mentor and train internal client coverage teams, fostering collaboration and excellence.
- Anticipate client needs, proactively providing insights and education to enhance decision-making.
- Salary Type * :
Annual Salary - Salary Min * : $ 175000
- Salary Max * : $ 200000
- Currency Type * : USD
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