A leading financial services firm in San Francisco is seeking a Wealth Management Professional to enhance its client service for ultra-high net worth clients. This role involves managing client relationships, overseeing financial activities, and providing tailored wealth management solutions. Ideal candidates should possess a Bachelor's degree and have strong interpersonal and communication skills, along with an ability to thrive in high-pressure environments. Competitive salary and benefits are offered, including potential bonuses.
#J-18808-Ljbffr
Wealth Management Associate • San Francisco, CA, United States