What are the responsibilities and job description for the Private Wealth Relationship Manager position at ECG Resources, Inc.?
Private Wealth Relationship Manager | Multi-Family Office | Richmond, VA
Build your career around advising families and managing relationships, with no business development responsibilities.
ECG Resources is retained by an established wealth management firm seeking a Relationship Manager for its Multi-Family Office practice. This position serves existing high-net-worth and ultra-high-net-worth families as their primary point of contact, leading ongoing wealth management conversations and coordinating the right internal and external specialists.
The firm values strong client skills, broad planning knowledge, intellectual curiosity, and sound judgment. You should be comfortable discussing trust, estate, tax, and investment considerations and recognizing when deeper expertise is needed. You do not need to be a technical specialist in every area.
We welcome backgrounds in wealth advisory, trust administration, family office services, and trusts and estates law, as well as planning-oriented client service roles with substantial direct HNW/UHNW client responsibility.
This is an in-person opportunity in Richmond, Virginia.
Qualifications
- 3 years of relevant wealth management, trust, or family office experience.
- Meaningful experience working directly with HNW/UHNW clients and their professional advisors.
- Strong working familiarity with trust and estate planning and a broad understanding of investment and tax planning concepts.
- Excellent communication, organization, follow-through, and relationship judgment.