Overview

Company
And Simple ApS
Location
Kansas City, Missouri, United States
And Simple ApS

Finance & Banking • Kansas City, Missouri, United States

Senior UHNW Family Office Relationship Manager

Kansas City, Missouri, United StatesPosted 17 hours ago
Finance & Banking

About the Role

UMB Financial Corporation seeks a senior Family Office Relationship Manager to serve UHNW clients, delivering holistic financial planning, investment management and trust services. You will coordinate internal and external advisor teams to provide seamless wealth management.

The role requires a Master’s degree with credentials or 10+ years in family office, high-net-worth management or trust departments, with strong regulatory and fiduciary knowledge.

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What You'll Do

UMB Financial Corporation seeks a senior Family Office Relationship Manager to serve UHNW clients, delivering holistic financial planning, investment management and trust services.
You will coordinate internal and external advisor teams to provide seamless wealth management.
The role requires a Master’s degree with credentials or 10+ years in family office, high-net-worth management or trust departments, with strong regulatory and fiduciary knowledge.
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Skills & Technologies

Finance & Banking