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Private Wealth Investment Advisor - Multi-Asset Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-05
Listing for:
Psychbilling
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in New York is seeking an experienced Investment Counselor to provide multi-asset portfolio advisory to private wealth clients. The ideal candidate will have at least 8 years of experience in Private Banking or Wealth Management, focusing on client relationships and investment strategies. Strong communication skills in English, Mandarin, and Cantonese are required. This role involves building client relationships and ensuring compliance with internal policies.
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