KPB Trust Officer
Core
Provides expert trust administration and advisory services to High Net Worth clients and their beneficiaries, managing fiduciary risk and delivering complex strategies to protect and grow personal and family wealth.
Role type
Senior Trust Officer (Private Banking)
Builds
Trust and agency accounts for high net worth individuals and families
Domain
Private Banking / Wealth Management / Fiduciary Services
Required skills
Fiduciary expertise, Trust administration, Estate and tax planning, High net worth client advisory, Legal instrument analysis, Investment management, Relationship management, Revenue generation
Preferred skills
Private banking experience, Team collaboration, Strategic planning, Discretion, Multi-tasking, Proprietary software proficiency
Technologies
Salesforce, Microsoft Office Applications
Responsibilities
Administer complex fiduciary and agency accounts, Analyze and interpret legal instruments to determine bank duties, Advise clients on estate planning and trust documents, Identify and prioritize investment and banking opportunities, Mitigate fiduciary risk on assigned accounts, Lead relationship development for beneficiaries
Seniority
Senior, hands-on IC