Trust Advisor
Core
Coordinates account management and manages a base of wealth management clients by developing understanding of their needs and goals, executing daily client activity, and delivering holistic advice.
Role type
Wealth management relationship manager (Trust Advisor)
Builds
Client relationships and business growth within the wealth management practice
Domain
Wealth management / Trust and Estate Planning
Deliverable
client delivery
Required skills
Client relationship management, financial product knowledge, estate and financial planning, capital markets, banking products, fiduciary duties, tax law, analytical skills, negotiating, problem solving, sales
Preferred skills
College or university degree, 3-5 years in asset servicing or relationship management
Technologies
Accounting systems, financial operations systems
Responsibilities
Coordinate account management and ensure prompt execution of client requests; Manage assigned account base by working with clients and advisors to understand needs; Maintain working knowledge of governing documents and account agreements; Provide focused client service with responsiveness and proactive communication; Assist with business development and prepare client presentations; Seek continued development of advisory skills through training