Senior UHNW Wealth & Portfolio Advisor

Lazard Ltd; New York (NY); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Comprehensive benefits

Individualized employee experience

Job summary

Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients.

The successful candidate will possess over 10 years of experience, strong analytical and business development skills, and familiarity with advanced financial tools like Addepar and Salesforce. The base salary ranges from $175,000 to $225,000, complemented by comprehensive benefits.

Qualifications

• Minimum of 10 years of relevant work experience.
• Extensive experience working with ultra high-net-worth clients.
• Strong communication skills and experience as a trusted advisor.

Responsibilities

• Nurture and deepen strong rapport with clients.
• Proactively identify and solve clients’ questions.
• Work closely with the Investment Team to develop investment strategies.

Skills

Strong communication skills

Client relationship management

Business development skills

Analytical thinking

Attention to detail

Experience with performance reporting and portfolio analysis (Addepar preferred)

Microsoft Word, Excel, PowerPoint skills

Ability to work in a team-based environment

Education

10+ years of relevant work experience

Tools

Salesforce (preferred)

Job description

Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients.

The successful candidate will possess over 10 years of experience, strong analytical and business development skills, and familiarity with advanced financial tools like Addepar and Salesforce. The base salary ranges from $175,000 to $225,000, complemented by comprehensive benefits.