Private Wealth Investment Advisor – Multi-Asset Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-13
Listing for:
Psychbilling
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A wealth management firm in New York seeks an investment counselor to provide portfolio advisory to private clients. The ideal candidate has over 8 years of experience in Private Banking or Wealth Management, specializing in investment products. Responsibilities include leading client discussions, monitoring portfolio performance, and ensuring compliance with regulations. Excellent communication skills in English, Chinese, Mandarin, and Cantonese are required.
This role is pivotal in building long-term client relationships and generating revenue growth.
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