Senior Hnw Wealth Management Partner
GlassRatner Canada
Advise high-net-worth families as a senior wealth management leader, combining portfolio oversight, tax planning, and integrated financial guidance.Fuller Landau LLP seeks a Partner, Family Office for its leading multi-family office platform. You will oversee complex client affairs and coordinate investment, tax, estate, insurance, and philanthropic planning. The position suits a proven financial services leader ready to guide teams and practice strategy.Key Responsibilities:
Oversee clients’ financial, tax, and investment affairsPrepare asset allocation proposals and financial projectionsLiaise with portfolio managers on performance reportingDeliver integrated estate and philanthropic planning adviceManage billing, WIP, resourcing, and KPIsRequirements:
Ten-plus years’ HNW or UHNW advisory experienceFinancial, tax, and investment advice backgroundInvestment portfolio management experience strongly valuedEstate planning and cross-functional advisory experience valuedCPA preferred;
CFP, CFA, or TEP assetsApply strategic wealth management, portfolio oversight, and family office expertise while leading integrated advice for HNW clients.
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Oversee clients’ financial, tax, and investment affairsPrepare asset allocation proposals and financial projectionsLiaise with portfolio managers on performance reportingDeliver integrated estate and philanthropic planning adviceManage billing, WIP, resourcing, and KPIsRequirements:
Ten-plus years’ HNW or UHNW advisory experienceFinancial, tax, and investment advice backgroundInvestment portfolio management experience strongly valuedEstate planning and cross-functional advisory experience valuedCPA preferred;
CFP, CFA, or TEP assetsApply strategic wealth management, portfolio oversight, and family office expertise while leading integrated advice for HNW clients.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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