Wealth Client Advisor – Private Trust & Investments

Bessemer Trust; Naples (FL); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive base salary

401(k) plan with employer match

Medical, dental, vision coverage

Paid time off

Job summary

Bessemer Trust is seeking a Client Advisor in Naples, FL to manage relationships with ultra-high net worth clients. You will liaise with Senior Client Advisors and multiple service areas to deliver comprehensive wealth management solutions.

You will support client meetings, prepare materials, and document communications in Salesforce, ensuring timely follow-up and compliant account administration. This role requires strong written and interpersonal skills, plus relevant licenses.

Qualifications

• Bachelor's degree required; 6+ years in related business experience preferred.
• Excellent writing and presentation skills.
• Proven leadership and teamwork abilities.

Responsibilities

• Maintain proactive client communications and coordinate service delivery for UHNW clients.
• Oversee account opening/closing and report preparation; review wills and trusts.
• Assist Senior Client Advisor in investment management, including rebalance and reporting.

Skills

Excellent writing

Leadership

Organization

Education

Bachelor's degree

Masters preferred

Tools

Salesforce

Microsoft Office

Job description

Bessemer Trust is seeking a Client Advisor in Naples, FL to manage relationships with ultra-high net worth clients. You will liaise with Senior Client Advisors and multiple service areas to deliver comprehensive wealth management solutions.

You will support client meetings, prepare materials, and document communications in Salesforce, ensuring timely follow-up and compliant account administration. This role requires strong written and interpersonal skills, plus relevant licenses.