Senior Client Advisor
Bessemer Trust · West Palm Beach, Florida, US
The Senior Client Advisor has primary responsibility for developing and maintaining client relationships through regular and effective client communication,...
Job description
The Senior Client Advisor has primary responsibility for developing and maintaining client relationships through regular and effective client communication, the coordination of client account service delivery, and consultation with client advisors. The Senior Client Advisor oversees a team of client advisors and administrative personnel and draws on the skills of internal and external experts to produce and deliver services in Investment Management, Legacy Planning and Trust Administration, Income Tax, Personal Financial Planning and Estate Planning, Private Banking, and other financial services. CLIENT SERVICE: - Communicate regularly and proactively with client, especially regarding any investment or life events. - Discuss investment performance and anticipate client questions arising from prevailing market and economic trends. - Present estate, tax and financial planning opportunities to client, explaining the benefits and limitations of various approaches. - Provide estate, financial planning and tax recommendations based on consultation with Bessemer specialists. - Consult with fiduciary counsel on trust and estate planning, will appointments, and revocable trusts. - Lead clie...