About this role
Portfolio & Wealth Advisor - Lazard Wealth at Lazard Professional. Location: New York, New York, United States. Role: nurturing clients, managing portfolios, advising families Requirements: Minimum 10 years relevant experience working with ultra high-net-worth clients; strong communication, business development, and analytical skills; capital markets and alternative investments knowledge; performance reporting and portfolio analysis (Addepar preferred); Microsoft Word/Excel/PowerPoint and Salesforce/CRM skills. Category: Finance and Accounting Seniority: Senior Level Tools: Addepar, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, Salesforce Commitment: Full Time Workplace: Hybrid Languages: English