Senior Wealth Management Advisor
1 month ago
DL Family Office
Job Title: Senior Wealth Management Advisor
Job Description:
We are seeking an experienced Senior Wealth Management Advisor to join our team at DL Family Office. In this role, you will be responsible for building and maintaining strong relationships with high net worth (HNW) and ultra high net worth (UHNW) family clients.
Main Responsibilities:
- Build and maintain strong relationship with HNW & UHNW family clients.
- Identify customers' needs and provide appropriate customized solutions primarily in regard to wealth management issues.
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