ECG Resources, Inc.
Relationship ManagerWealth Planner
ECG Resources, Inc., Detroit, Michigan, United States, 48228
Established Single-Family Office seeks Relationship Manager/Wealth Planner to service UHNW clients by providing full suite of wealth management services.
Serve as the primary contact for select family members and the internal team, providing expertise in the following areas: tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment mattersSubject Matter expert on all technical issuesFocus is on providing excellent client service, no new businessPosition offers excellent work/life balance and a strong career track within the firmJD, CFP, CPWA, CIMA, and/or CPA is a plusMinimum 10 years experience working with HNW & UHNW individuals
~ Relocation Assistance Available ~
Serve as the primary contact for select family members and the internal team, providing expertise in the following areas: tax, estate planning, trust management, insurance, cash management, mortgages, new business structures, and investment mattersSubject Matter expert on all technical issuesFocus is on providing excellent client service, no new businessPosition offers excellent work/life balance and a strong career track within the firmJD, CFP, CPWA, CIMA, and/or CPA is a plusMinimum 10 years experience working with HNW & UHNW individuals
~ Relocation Assistance Available ~