Key Private Bank Real Estate Trust Officer
Core
Deliver expert trust administration and fiduciary counsel to high-net-worth clients to protect, grow, and transition their wealth.
Role type
Senior IC Private Bank Trust Officer
Builds
Complex trust and agency accounts for high-net-worth individuals
Domain
Private Banking / Wealth Management / Estate Planning
Required skills
Fiduciary strategy design, Trust and estate administration, Tax planning, Legal instrument interpretation, Risk mitigation, Client relationship management, Regulatory compliance, Financial guidance, Strategic business development, Portfolio oversight
Preferred skills
High-net-worth client experience, Complex estate planning strategies, CTFA certification
Technologies
Specialized trust account management software
Responsibilities
Design and implement sophisticated fiduciary strategies, Administer complex trust and agency accounts, Interpret legal instruments to determine bank responsibilities, Identify and resolve trust and estate tax-related issues, Collaborate with Relationship Managers and Investment Specialists, Meet or exceed individual and team sales goals
Seniority
Senior, hands-on IC