Vice President, Client Advisor
The Whittier Trust CompanyLos Angeles, California, United States
Posted February 26, 2025
140000 - 200000 USD year
Full Time
About the Company
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions.
Job Description
Whittier Trust is a multi-family office providing customized investment solutions for high-net-worth individuals and their families. The company is seeking a Vice President, Client Advisor to deliver exceptional client service and build relationships with qualified prospects.
Requirements
- Working knowledge of legal documents in trusts, estate planning, and finance
- Knowledge of legal requirements affecting trusts under the Principal & Income Act and Prudent Investor Act
- Strong people skills
- Client service focus
- Effective verbal and written communication skills
- High integrity with a diligent work ethic
- Team/people-oriented
- Highly organized with good time management skills
- Meticulous attention to detail
Benefits
- Competitive base salary
- Performance bonus
- Benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match