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Years of Experience
Date Last Verified
ProfilePrivate Bank Trust Officer The candidate will maintains deep expertise in fiduciary, investment, tax, and other related wealth issues. Design and deliver sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs. Fulfill company's fiduciary responsibilities, ensuring retention of business and reputation. Advise Relationship Managers (RMs) and other partners on internal fiduciary issues. Administer complex fiduciary accounts and assigned agency accounts. Analyze and interpret legal instruments to determine duties and responsibilities of bank. Identify and resolve potential trust and estate tax- related issues. Apply sound fiduciary judgment to trust matters. Work with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing client relationships. Review client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes. Anticipate and advise clients on evolving financial goals and objectives. Execute, through the Comprehensive Practice Management process, prioritized pro- active client contacts, per service standards. Maintain compliance with all internal policies and procedures, as well as, with regulatory and legal requirements. Mitigate risk on individual book of business. Assume accountability for all delegated work on assigned accounts. Meet or exceed individual sales goals and contributes significantly to attaining team sales goals. Participate in relationship reviews as fiduciary expert on high net worth teams. Identify and prioritize trust and other opportunities to deepen relationships and enhance revenue. In collaboration with team members, present ideas and solutions to clients and prospects. Participate with other team members or leads in the closing of new business. Participate in professional associations to demonstrate professional credibility and expand COI relationships. Meet and engage with clients, prospective clients, attorneys, accountants, consultants, and co- fiduciaries. Foster close business relationships to develop client loyalty and new business opportunities. Create and execute on opportunities to showcase as subject- matter- expert presenter. Enhance the company's reputation with high net worth individuals and their influencers. Serve as on- site business lead for urgent matters in cases where functional management is remote. Support business objectives through active advocacy and behavioral adoption. Promote professional team atmosphere that encourages open expression of ideas and opinions leading to successful sales environment. Develop and maintain knowledge of the company's investment process and results. Undergraduate degree in business related field or equivalent experience required. Progress towards MBA, JD, CTFA or other professional certification. 7+ years of trust administration or equivalent work experience required. Excellent interpersonal and communications skills (both written and verbal) required. Experience managing high net worth book of business required. Working knowledge of investments/securities; Completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry training or equivalent experience; Prior experience as professional subject- matter- expert presenter, preferred.