UHNW Client Advisor — Wealth & Trust Liaison

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

Benefits offered by this job

401(k) plan

Profit-sharing bonus

Medical, dental, vision

Job summary

Bessemer Trust, a premier wealth management firm, seeks a Client Advisor to strengthen client relationships and coordinate services across tax, planning, investments, and trust administration.

You will liaise with Senior Client Advisors and cross-functional teams to service ultra-high net worth individuals, families, trusts, and foundations, ensuring proactive communication and precise execution of strategies.

Qualifications

• Bachelor's degree in a relevant field and ideally six or more years of related business experience. Masters preferred.
• Excellent writing and presentation skills.
• Demonstrated leadership and teamwork qualities.
• Ability to organize, complete multiple tasks within deadlines and complete accuracy.
• Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. CTFA, CFP or CFA is a plus.
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

Responsibilities

• Client Service: Communicate with clients and their advisors regularly; attend meetings and coordinate follow-up; prepare materials and reports; document in Salesforce.
• Account Administration: Oversee account openings/closes, transactions, reviews, and governance documents; ensure regulatory compliance.
• Investment Management: Support investment objectives, rebalance, execute trades, monitor allocation and performance; manage client fund requests; simulate asset allocation.
• Trust Administration: Prepare trust reviews, manage distributions, coordinate tax reporting and ILITs; handle gifts and documentation.

Skills

Client relationship management

Communication & presentation

Leadership & teamwork

Organizational skills

Education

Bachelor's degree in a relevant field

Masters preferred

Tools

Microsoft Office Suite

Salesforce

Job description

Bessemer Trust, a premier wealth management firm, seeks a Client Advisor to strengthen client relationships and coordinate services across tax, planning, investments, and trust administration.

You will liaise with Senior Client Advisors and cross-functional teams to service ultra-high net worth individuals, families, trusts, and foundations, ensuring proactive communication and precise execution of strategies.