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Years of Experience
ProfileSenior Trust Advisor The candidate will 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 client 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. Maintain a working knowledge of various company resources and utilizes fiduciary knowledge, experience, and company resources to identify opportunities for relationship enhancement. Focus 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 the 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. Recognize 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. Teach and mentor less experienced partners. Provide leadership on fiduciary projects and committees. Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients. Focus of role is on execution of strategic direction of business function activities. Carry out complex initiatives involving multiple disciplines and/or ambiguous issues. Display a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity. JD, CFTA, and or CFP or MBA are strongly preferred. 7 – 10 years of experience as a relationship manager in trust administration, estate administration, estate planning, or related fields working with ultra high net worth clients required. Demonstrated success in business development and excellent client servicing skills are also required.
Job ID: 63557