Wealth Management Professional (Finance)

TL;DR

Wealth Management Professional (Finance): Delivering operational support and risk management for ultra-high net worth clients with an accent on client onboarding and relationship management. Focus on executing investment transactions, implementing portfolios, and preventing fraudulent activities.

Location: New York, NY, United States (Onsite)

Salary: $75,000 - $125,000

Company

A leading global investment banking, securities and investment management firm founded in 1869.

What you will do

• Act as a key relationship manager for ultra-high net worth clients, providing exceptional service and operational support.
• Oversee asset movements, portfolio implementations, and leverage understanding of estate planning and tax concepts.
• Manage client onboarding, fraud risk, trade execution, and liquidity management.
• Execute, process, and reconcile trading and other investment-related transactions.
• Collaborate with middle and back office colleagues to ensure a premium client experience.
• Mentor less tenured teammates and contribute to divisional efficiency improvements.

Requirements

• Bachelor's Degree.
• 1-3 years of experience in client service and/or the financial industry.
• SIE, Series 7, and 63 licenses required.
• Must be based in New York, NY.
• Strong verbal and written communication, organizational, and interpersonal skills.
• Ability to work in a fast-paced environment under pressure.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Comprehensive training and professional development opportunities.
• Access to firmwide networks, mindfulness programs, and personal finance offerings.
• Inclusive culture committed to diversity and advancement.