Wealth Planning Specialist – HNW/UHNW; Hybrid
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-24
Listing for:
IDBNY
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Location: New York
IDBNY in New York is looking for a Wealth Planning Specialist to provide financial planning and investment advisory support in their Private Banking division. This role requires at least 5 years of relevant experience and strong communication skills.
The ideal candidate will be responsible for developing financial plans and collaborating with Private Bankers across various markets to deepen client relationships. Proficiency in Spanish is desirable.
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