UHNW Client Advisor — Wealth & Trust Liaison
bessemer trustNew York, NY
UHNW Client Advisor — Wealth & Trust Liaison
bessemer trustNew York, NYSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency Accounts
APPLY NOW (opens in a new tab)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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Level
Senior L5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today