Senior Wealth Advisor

Job description

Position Summary: Bessemer Trust is seeking a dynamic and entrepreneurial minded Senior Wealth Advisor focused exclusively on new business development. This individual will be responsible for identifying, cultivating, and converting ultra-high-net-worth (UHNW) prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships. Qualifications: - Develop and execute targeted outreach strategies to attract prospective clients. - Source new UHNW prospective clients through personal networks, centers of influence, and strategic partnerships. - Represent Bessemer Trust at industry events and conferences to build brand awareness, generate leads, and expand community outreach. - Lead prospective client engagement efforts from initial relationship inception to onboarding, including prospective client due diligence, meeting management, and adhering to all compliance requirements. - Collaborate with key specialists across Bessemer Trust’s Wealth Planning, Family Office Management, Investments, and Clie...