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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 7 yrs required
Senior Trust Advisor The candidate will manage complex wealth management client relationships and delivers high quality fiduciary services. Partner assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate company resources to ensure timely delivery of high quality fiduciary service, issue resolution, effective communication of client needs to partners, and coordination with client’s professional advisors to identify and implement advisory solutions. Manage assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibit thorough knowledge of governing documents and account agreements. Exhibit depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seek continued development of fiduciary and advisory skills through training and experience. Primarily responsible for leading cli*ent conversations for life driven wealth management. Provide proactive advice to clients on company’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combine technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explain complicated concepts to clients in a thoughtful way using non-technical terminology. Maintains a working knowledge of various resources and utilizes fiduciary knowledge, experience, and company resources to identify opportunities for relationship enhancement. Focus on client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibit excellent time management skills. Build and maintain knowledge of company fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution. Cultivate relationships with referral sources and external professional advisors to build the business; identifies and develops new business opportunities. Participate in community and professional organizations representing the company. Identify opportunities to showcase company expertise and thought leadership. Focus of role is on execution of strategic direction of business function activities. Display a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity. 7+ years of experience as a relationship manager in trust administration, estate administration, estate planning, or related fields required. Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts. Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients required. Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts required. Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship required.
Job ID: 63683
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