Finance & Banking • Bellaire, Texas, United States
UHNW Wealth & Fiduciary Lead — Equity Opportunity
Bellaire, Texas, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Apploi is seeking a Senior Relationship Manager to lead trusted advisor relationships for ultra-high-net-worth families in Houston. This in-office role focuses on coordinating investments, estate, tax and wealth-transfer planning, and fiduciary administration.
You will act as the primary advisor, ensuring comprehensive guidance across finances and family dynamics while collaborating with outside counsel and investment teams.
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What You'll Do
Apploi is seeking a Senior Relationship Manager to lead trusted advisor relationships for ultra-high-net-worth families in Houston.
This in-office role focuses on coordinating investments, estate, tax and wealth-transfer planning, and fiduciary administration.
You will act as the primary advisor, ensuring comprehensive guidance across finances and family dynamics while collaborating with outside counsel and investment teams.
