Trust Officer
Core
Provide superior service and comprehensive fiduciary solutions for estate and trust accounts, managing long-term high net worth client portfolios.
Role type
Senior IC Trust Officer (HNW)
Builds
Estate and trust solutions for high net worth clients
Domain
Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
Client relationship management, Fiduciary solutions, Estate and trust administration, High net worth portfolio management, Cross-selling, Client action planning, Referral identification, Team mentoring
Preferred skills
STEP Certification, Estate and trust administration knowledge
Responsibilities
Handle estate, trust, and protection mandate accounts; Develop proactive client contact strategies; Ensure client strategic objectives are known and reviewed; Identify referral opportunities; Mentor team members
