Senior Wealth Advisor & Bespoke Portfolio Architect
$250k - $300kVaco Recruiter Services
A leading investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment strategies. Candidates should have over 12 years of experience in wealth advisory or client management, demonstrating excellent communication and technical skills. The firm is committed to bridging institutional research with personalized wealth advice, offering a salary of $250,000-$300,000+. This position is a strategic role for professionals looking to make an impact in high-net-worth and institutional capital management. #J-18808-Ljbffr Vaco Recruiter Services
Vacancy posted 5 days ago
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