Ultra-High Net Worth Client Advisor - Hybrid & Benefits

Bessemer Trust; San Francisco (CA); Hybrid; USD 135,000 - 185,000; Full time

Benefits offered by this job

Base salary plus discretionary annual

401(k) with profit sharing

Tuition reimbursement

Medical, dental, and vision coverage

Wellness programs

Hybrid work environment

Paid time off & parental leave

Life insurance & disability coverage

Legal and financial wellness resources

Job summary

Bessemer Trust is seeking a Client Advisor in San Francisco to cultivate and manage relationships with ultra-high-net-worth clients. You will liaise with Senior Client Advisors and service teams across Tax, Investments, Trust Administration, and Philanthropy.

You will document client communications in Salesforce, prepare materials for meetings, and oversee account administration and trust activities. A strong background in wealth management and licenses is valued.

Qualifications

• Bachelor's degree required; Masters preferred.
• Excellent writing and presentation skills.
• Demonstrated leadership and teamwork abilities.
• Ability to organize and complete multiple tasks within deadlines with accuracy.
• Series 7 and Series 63 licenses desired; CTFA/ CFP / CFA a plus.
• Proficiency in Microsoft Office Suite and Salesforce.

Responsibilities

• Communicate with clients and advisors regularly; provide timely responses.
• Attend client meetings; document issues and coordinate follow-up.
• Prepare meeting materials and proactive, custom reports.
• Oversee client information logging in Salesforce.
• Oversee account opening/closing procedures and related documents.
• Coordinate with fiduciary counsel to ensure compliance with documents.
• Prepare Annual Relationship Reviews and ensure regulatory compliance.
• Assist with investment management tasks and asset allocation discussions.
• Coordinate annual unitrust and grant payments with tax department.
• Process gifts and Crummey letter communications.

Skills

Excellent writing

Leadership

Organization & multitasking

Education

Bachelor's degree in a relevant field

Master's degree preferred

Tools

Salesforce

Microsoft Office

Job description

Bessemer Trust is seeking a Client Advisor in San Francisco to cultivate and manage relationships with ultra-high-net-worth clients. You will liaise with Senior Client Advisors and service teams across Tax, Investments, Trust Administration, and Philanthropy.

You will document client communications in Salesforce, prepare materials for meetings, and oversee account administration and trust activities. A strong background in wealth management and licenses is valued.