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
• 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.
Qualifications
• 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.
Why is This a Great Opportunity
• 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 * : $
• Salary Max * : $
• Currency Type * : USD
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