Trust Advisor
Core
Coordinates account management and manages a base of wealth management clients by developing understanding of their needs and goals, executing daily client activity, and delivering holistic advice.
Role type
Trust Advisor (Wealth Management)
Builds
Client relationships and business opportunities within the wealth management practice
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
Client relationship management, financial product knowledge, estate and financial planning, capital markets, banking products, fiduciary duties, tax law, analytical skills, negotiating, problem solving, sales
Preferred skills
College or university degree, 3-5 years in asset servicing or relationship management, knowledge of accounting systems, goals driven wealth management
Technologies
Accounting systems, NT resources