Private Wealth Associate: Client Services & Growth Training

abglobal; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

Bernstein Private Wealth Management is seeking an Associate to support senior professionals and Financial Advisors in delivering actionable wealth solutions for high-net-worth clients in New York. The role involves portfolio analysis, client servicing, and meeting preparation to assist growth of the Private Wealth Management Platform.

The Associate Development Program provides extensive training in investments, trusts and estates, wealth planning, and client service excellence, with ongoing

Qualifications

• Bachelor's degree with excellence in academics and leadership experience.
• Strong analytical and communication abilities.
• Client-focused and detail-oriented with the ability to multi-task.
• Proficiency with Word and Excel.

Responsibilities

• Collaborate with senior professionals to support career development.
• Partner with Financial Advisors to build their business and perform portfolio analysis and client meeting prep.
• Build relationships with clients and prospects to support servicing needs.
• Maintain world-class client service and support standards.

Skills

Analytical skills

Communication skills

Relationship building

Multi-tasking

Education

Bachelor's degree with excellence in academics and leadership experience

Tools

Microsoft Word

Microsoft Excel

Job description

Bernstein Private Wealth Management is seeking an Associate to support senior professionals and Financial Advisors in delivering actionable wealth solutions for high-net-worth clients in New York. The role involves portfolio analysis, client servicing, and meeting preparation to assist growth of the Private Wealth Management Platform.

The Associate Development Program provides extensive training in investments, trusts and estates, wealth planning, and client service excellence, with ongoing