Senior Trust Officer - Private Bank
On-site · United States
Core
Managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Role type
Senior Trust Officer (Private Bank)
Builds
Complex investment management and trust accounts
Domain
Private Banking / Wealth Management
Required skills
Trust administration, Fiduciary law, Estate planning, Wealth transfer planning, Risk management, Business development, Client relationship management, Regulatory compliance, Sales, Financial analysis
Preferred skills
CTFA, CFP, AEP, JD, CPA
Technologies
N/A
Responsibilities
Review trust instruments and manage risk, Coordinate account opening/closing and money movement, Engage clients to build and transfer wealth, Ensure regulatory compliance, Identify and develop new business opportunities
Seniority
Senior, hands-on IC