Senior Trust Officer - Private Bank
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
Deliverable
client delivery
Required skills
Trust administration, Fiduciary law, Estate and wealth transfer planning, Regulatory compliance, Business development, Risk management, Sales closing, High-net-worth client advisory
Preferred skills
CTFA, CFP, AEP, JD, CPA
Technologies
N/A
Responsibilities
Review trust instruments and manage risk during trustee discretion, Coordinate opening/closing and maintenance of investment accounts, Engage clients to build and transfer wealth tailored to unique goals, Ensure compliance with regulatory and legal requirements, Identify and develop new business opportunities with existing and prospective clients
Seniority
Senior, hands-on IC