Associate Client Advisor — Wealth Management (Hybrid)

Bessemer Trust; Miami (FL); Híbrido; USD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work

Paid time off

Parental leave

Life insurance

Disability coverage

401(k) plan

Tuition reimbursement

Resumo da oferta

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients by building and maintaining relationships, coordinating services across divisions, and actively managing accounts for individuals, families, trusts and foundations.

The role emphasizes teamwork, strong communication, and analytical skills to deliver tailored wealth solutions in a fast-paced environment.

Qualificações

• Bachelor's degree required.
• Proven interest in financial markets preferred.
• One or more years of related business experience preferred ( Wealth Management a plus).
• Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
• Analytical & independent problem solving skills.
• Written and verbal communication skills.
• Demonstrated leadership and teamwork qualities.
• Organizational skills and ability to manage multiple tasks.
• Proficiency with Microsoft Office.
• Basic knowledge of trust administration and fiduciary services.

Responsabilidades

• Act as liaison between Client Advisors, Senior Client Advisors, and service areas such as Client Tax, Financial Planning, Investments, Legacy Planning, Trust Administration, Philanthropic Advisory Services, and Custody.
• Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal apps.
• Construct customized spreadsheets for clients.
• Open and coordinate accounts, gather required documents, and prepare client reporting packages.
• Attend client meetings and presentations and interface with clients about investment strategy or market outlook.
• Proactively monitor asset allocation and rebalance as directed.
• Coordinate trust reviews and account administration with fiduciaries.

Conhecimentos

Financial markets interest

Client service experience

Written communication

Leadership

Analytical thinking

Time management

Microsoft Office

Fiduciary knowledge

Formação académica

Bachelor's degree

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients by building and maintaining relationships, coordinating services across divisions, and actively managing accounts for individuals, families, trusts and foundations.

The role emphasizes teamwork, strong communication, and analytical skills to deliver tailored wealth solutions in a fast-paced environment.