Senior Trust/Fiduciary Advisor, WM
Core
Manages complex wealth management relationships for high net worth (HNW) and ultra-high net worth (UHNW) clients, delivering fiduciary and administrative services.
Role type
Senior IC Trust/Fiduciary Advisor
Builds
Client relationships and advisory solutions for HNW/UHNW portfolios
Domain
Wealth Management / Trust & Estate Administration
Deliverable
client delivery
Required skills
Fiduciary duties knowledge, Trust and tax law, Estate planning, Financial planning, Asset management, Investment principles, Client relationship management, Business development, Mentoring, Risk management
Preferred skills
Experience with HNW/UHNW clients, Managing portfolios over $1M-$1B AUM, JD, CFP, CPWA designations
Technologies
None stated
Responsibilities
Manage assigned account base of wealth management clients, Lead client conversations for life-driven wealth management, Cultivate relationships with referral sources and external advisors, Teach and mentor less experienced partners, Implement complex initiatives involving multiple disciplines, Travel to meet with clients
Seniority
Senior, hands-on IC