KPB Sr. Fiduciary Strategist
Core
Deliver fiduciary advice, estate/tax/philanthropic planning, and trust administration to high-net-worth clients and beneficiaries as part of the Key Private Bank relationship management team.
Role type
Senior IC fiduciary strategist (private banking)
Builds
Client advisory solutions, estate plans, and trust structures for ultra-affluent families
Domain
Private banking / Wealth management / Estate and tax law
Deliverable
client delivery
Required skills
Fiduciary advisory, estate planning, tax planning, trust administration, high-net-worth client management, external advisor collaboration, risk mitigation, pricing strategy, client onboarding, next-generation engagement
Preferred skills
Family dynamics analysis, complex account administration, community leadership, cross-functional collaboration with commercial/investment bankers
Technologies
Legal instruments, estate planning documents, trust administration systems
Responsibilities
Lead fiduciary advice delivery and client experience execution; Analyze legal instruments to determine bank duties and provide coordinated planning alternatives; Facilitate estate, tax, and philanthropic planning processes; Identify and resolve trust and estate tax-related issues; Collaborate with external advisors (attorneys, accountants); Assess client revenue opportunities and participate in pricing conversations; Lead new client onboarding; Retain and deepen relationships including next generation; Contribute to annual client plan development; Engage fiduciary partners for administration support; Advise relationship managers on fiduciary issues
Seniority
Senior, hands-on IC