Senior Relationship / Trust Advisor
Core
Manage complex fiduciary and wealth management client relationships, delivering high-quality advisory services and ensuring client satisfaction for sophisticated individuals, families, and corporations.
Role type
Senior IC relationship advisor (fiduciary wealth management)
Builds
Holistic wealth management solutions and fiduciary services for high-net-worth clients
Domain
Wealth management / Fiduciary services
Deliverable
client delivery
Required skills
fiduciary standards mastery, complex client relationship management, regulatory and tax knowledge, investment and estate planning expertise, leadership and mentoring, business development, risk management judgment
Preferred skills
JD or similar legal credential, experience in trust or estate administration
Technologies
N/A
Responsibilities
Manage an assigned account base of sophisticated wealth management clients; Lead client conversations focused on goals-driven wealth management and holistic advice; Identify opportunities for relationship enhancement and deliver high-quality fiduciary service; Recognize fiduciary risk issues and apply sound judgment in compliance with internal policies; Cultivate relationships with referral sources and external professional advisors; Teach and mentor less experienced partners and advise Relationship Advisors on fiduciary issues
Seniority
Senior, hands-on IC with mentorship responsibilities