Bessemer Trust
Wealth Advisor
Bessemer Trust, Naples, Florida, United States, 33939
Exciting opportunity to be a key member of the Bessemer Trust business development team. In this role, you will initiate new relationships with ultra-high net worth clients on behalf of our wealth management firm. You will source and develop prospects and manage their conversion into clients, thereby driving revenues and increasing assets. This position is based in Naples, Florida.
Qualifications
Substantial experience in the wealth management industry and knowledge of different product areas.M.B.A. or J.D. preferred, or equivalent combination of education and experience.Comprehensive knowledge of investments, tax and estate planning and/or banking services.Track record of successful business building, client development and relationship management.Collaboration, communications skills and team orientationMust be self-motivated and driven to perform.
Qualifications
Substantial experience in the wealth management industry and knowledge of different product areas.M.B.A. or J.D. preferred, or equivalent combination of education and experience.Comprehensive knowledge of investments, tax and estate planning and/or banking services.Track record of successful business building, client development and relationship management.Collaboration, communications skills and team orientationMust be self-motivated and driven to perform.