International Search Consultants
Senior Client Advisor
International Search Consultants, Los Angeles, California, United States, 90079
Overview
The company is a well-known and respected multi-family office based in the Westwood area of Los Angeles.
About the Role We are seeking a seasoned
Client Advisor
to manage and grow relationships with ultra-high-net-worth clients. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations.
Key Responsibilities
Client Relationship Management:
Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
Legal and Financial Expertise:
Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
New Business Development:
Leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
Collaboration Across Teams:
Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
Client Engagement:
Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
Leadership:
Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.
Ideal Candidate Profile
Education:
Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
Experience:
10-15+ years in wealth management.
Skills:
Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
New Business Development Experience:
We are not looking for an existing book of business—just the experience of knowing the long sale process of bringing in UHNW individual and family clients.
Mindset:
Driven by collaboration, client-centric solutions, and a passion for excellence.
What We Offer
A collaborative, supportive environment with a strong focus on client success.
Opportunities to work with an exclusive clientele and expand your professional network.
The ability to make a tangible impact on clients’ long-term financial legacies.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Investment Management, Trusts and Estates, and Financial Services
#J-18808-Ljbffr
About the Role We are seeking a seasoned
Client Advisor
to manage and grow relationships with ultra-high-net-worth clients. You’ll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across departments to provide holistic wealth management solutions tailored to clients’ unique situations.
Key Responsibilities
Client Relationship Management:
Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
Legal and Financial Expertise:
Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
New Business Development:
Leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
Collaboration Across Teams:
Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
Client Engagement:
Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
Leadership:
Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.
Ideal Candidate Profile
Education:
Bachelor’s degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
Experience:
10-15+ years in wealth management.
Skills:
Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
New Business Development Experience:
We are not looking for an existing book of business—just the experience of knowing the long sale process of bringing in UHNW individual and family clients.
Mindset:
Driven by collaboration, client-centric solutions, and a passion for excellence.
What We Offer
A collaborative, supportive environment with a strong focus on client success.
Opportunities to work with an exclusive clientele and expand your professional network.
The ability to make a tangible impact on clients’ long-term financial legacies.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Investment Management, Trusts and Estates, and Financial Services
#J-18808-Ljbffr