Senior Trust Officer
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 (Fiduciary Administration & Wealth Planning)
Builds
Complex investment management and trust accounts for high-net-worth individuals
Domain
Banking / Wealth Management / Trust Law
Required skills
Trust administration, Fiduciary law, Estate planning, Wealth transfer planning, Risk management, Business development, Client relationship management, Regulatory compliance, Financial analysis, Sales
Preferred skills
CTFA, CFP, AEP, JD, CPA
Technologies
N/A
Responsibilities
Review trust instruments and manage risk in matters where the trustee exercises discretion, coordinate opening and closing of investment accounts and manage money movement, engage with clients to build and transfer wealth tailored to their goals, ensure compliance with regulatory and legal requirements, identify and develop new business opportunities with existing and prospective clients
Seniority
Senior, hands-on IC