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 | International Wealth Manager to assume responsibility for an assigned portfolio of international client relationships. The focus is on investment advisory, client servicing and business development.
This is a relationship-led advisory role designed for experienced professionals such as: