Senior Wealth & Portfolio Advisory Leader
BBR Partners
BBR Partners, located in New York, is looking for a VP of Portfolio and Wealth Advisory to manage client portfolios and ensure top-tier client service. This role emphasizes teamwork and ethical conduct while overseeing asset allocation and performance monitoring.
The ideal candidate will have a minimum of 5 years experience working with high-net-worth clients and be familiar with portfolio management and tax efficiency. The position offers competitive compensation and a flexible work environment.
#J-18808-LjbffrVacancy posted 2 days ago
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