Private Wealth Relationship Manager

Cross Border Wealth is a U.S.-based, SEC-registered global investment advisory firm specializing in cross-border financial planning and investment management for U.S.-connected individuals worldwide.
Headquartered in New York, with offices across the United States, Asia, and soon in Europe, we advise globally mobile professionals, executives, and families navigating U.S. retirement assets, international considerations, and long-term wealth strategy across jurisdictions.
We are hiring a Private Wealth Relationship Manager to assume responsibility for an assigned portfolio of international client relationships and onboard qualified, internally referred prospects. The focus is on long-term relationship stewardship, portfolio oversight, and disciplined growth - not transactional product sales.
This is a relationship-ledadvisory role designed for experienced professionals such as:
Private bankers
Wealth managers
Senior relationship managers
Investment advisors
Core R...