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UHNW Client Advisor — Wealth & Trust Liaison

L5

bessemer trustNew York, NYyesterday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency Accounts
Bessemer Trust, a premier wealth management firm, seeks a Client Advisor to strengthen client relationships and coordinate services across tax, planning, investments, and trust administration. You will liaise with Senior Client Advisors and cross-functional teams to service ultra-high net worth individuals, families, trusts, and foundations, ensuring proactive communication and precise execution of strategies.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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