Senior Client Advisor & Wealth Solutions Lead
bessemer
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Job summary
Bessemer Trust (Naples, FL) seeks a Senior Client Advisor to lead client relationships across Investment Management, Legacy Planning, and Private Banking. You will coordinate service delivery, supervise advisors and staff, and collaborate with fiduciary counsel to deliver comprehensive wealth solutions.
The role emphasizes strategic client engagement, risk-aware planning, and delivering exceptional, compliant client service while mentoring a growing team.
Job description
Bessemer Trust (Naples, FL) seeks a Senior Client Advisor to lead client relationships across Investment Management, Legacy Planning, and Private Banking. You will coordinate service delivery, supervise advisors and staff, and collaborate with fiduciary counsel to deliver comprehensive wealth solutions.
The role emphasizes strategic client engagement, risk-aware planning, and delivering exceptional, compliant client service while mentoring a growing team.
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