UHNW Client Advisor — Wealth & Trust Liaison
bessemer trustNew York, NY
UHNW Client Advisor — Wealth & Trust Liaison
bessemer trustNew York, NY
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsAbout the role
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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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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