Private Wealth Client Advisor (Hybrid)

bessemer; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment: 60% in office

401(k) with profit sharing

Tuition reimbursement

Medical, dental, and vision plans

Paid time off and holidays

Life insurance and disability coverage

Job summary

Bessemer Trust is seeking a Client Advisor to service ultra-high net worth clients, building relationships through proactive communication and coordinated service delivery for individuals, families, trusts and foundations.

The role interfaces with Tax, Financial Planning, Investments and Trust Administration, among others, and requires strong writing, leadership, and multitasking skills. A hybrid work model is offered with competitive compensation.

Qualifications

• Bachelor's degree in a relevant field and ideally six or more years of related business experience.
• Licenses such as Series 7 and Series 63 are desirable with related training or equivalent.
• Proficiency with Microsoft Office, especially Excel, Outlook, PowerPoint and Salesforce.
• Strong written and verbal communication and leadership abilities.

Responsibilities

• Develop and maintain client relationships through proactive communication and coordinated service delivery.
• Liaise internally with Tax, Financial Planning, Investments, and other service areas.
• Prepare client meeting materials and documents; document information in Salesforce.
• Oversee account administration, investment management, and trust-related activities.

Skills

Excellent writing and presentation

Leadership and teamwork

Organization and multitasking

Education

Bachelor's degree in a relevant field

Masters preferred

Series 7 license

Series 63 license

CTFA/ CFP / CFA a plus

Tools

Salesforce

Microsoft Office Suite

Excel

Outlook

PowerPoint

Word

Job description

Bessemer Trust is seeking a Client Advisor to service ultra-high net worth clients, building relationships through proactive communication and coordinated service delivery for individuals, families, trusts and foundations.

The role interfaces with Tax, Financial Planning, Investments and Trust Administration, among others, and requires strong writing, leadership, and multitasking skills. A hybrid work model is offered with competitive compensation.