Key Private Bank Sr. Fiduciary Strategist
Core
Sr Fiduciary Strategist delivering fiduciary advice, estate/tax/financial planning, and trust administration for high-net-worth clients and beneficiaries.
Role type
Senior IC Private Bank Fiduciary Strategist
Builds
Client relationships, estate/tax/philanthropic plans, and trust administration solutions
Domain
Private Banking / Wealth Management / Estate & Tax Planning
Deliverable
client delivery
Required skills
Fiduciary advisory, estate planning, tax planning, trust administration, high-net-worth client management, legal instrument analysis, external advisor collaboration, risk mitigation, pricing strategy, client onboarding
Preferred skills
Family dynamics understanding, next-generation engagement, community leadership, agile cross-functional collaboration, investment management identification
Technologies
Estate planning documents, legal instruments, client management systems
Responsibilities
Lead fiduciary advice delivery, analyze legal instruments for duties, facilitate estate/tax/philanthropic planning, resolve trust/tax issues, collaborate with external advisors, identify investment/trust opportunities, assess revenue, lead client onboarding, retain deepening client relationships, contribute to annual client plans, share intellectual capital, manage fiduciary risk and compliance
Seniority
Senior, hands-on IC