Trust Officer II (TO II), Private Bank
Core
Primary relationship manager for a book of trusts, investment management, IRA, and other fiduciary accounts, delivering client service and administering complex trust relationships.
Role type
Trust Officer II (Fiduciary Professional)
Builds
Comprehensive wealth management solutions for fiduciary accounts
Domain
Private Banking / Wealth Management / Trust Administration
Deliverable
client delivery
Required skills
Fiduciary decision making, risk management, estate and wealth transfer planning, regulatory compliance, account administration, client relationship management, issue resolution
Preferred skills
CTFA designation, JD, MBA, advanced degree, trust and estate designation
Technologies
N/A
Responsibilities
Proactively identify and harvest opportunities to deepen relationships within current client base, meet with key clients to provide trust, estate, and wealth transfer planning guidance, engage specialists to meet client needs, oversee risk management activities, identify at-risk clients and drive retention, ensure fiduciary accounts are administered in accordance with governing documents and laws, conduct periodic account reviews, escalate and resolve fiduciary and regulatory risk issues, oversee administrative tasks on assigned accounts
Seniority
Mid-level IC (3-5+ years experience)