发布于 2026年10月20日 · 我们于 2026年11月13日 确认该职位仍然有效
这是您的公司吗？Role Summary This is a client-facing relationship management role within a CMS-licensed platform serving institutional and private wealth clients. The successful candidate will own and deepen relationships with ultra-high-net-worth (UHNW) individuals, family offices, and philanthropic entities.
combines commercial relationship-building with technical expertise in wealth structuring, going beyond traditional investment servicing to encompass wealth structuring, succession planning, fami…
