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Years of Experience
Date Last Verified
Wealth Fiduciary Advisor The candidate will be responsible for the administration and fiduciary management within client relationships. Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key partner to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new relationships and expand existing relationships. Part of a team of professionals. Administers accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. May serve as the primary point of contact for the client or as a member of a dedicated team. As the primary point of contact/relationship manager, communicates regularly with the client and is responsible for the overall management of team of experts (private bankers, investment advisors, commercial banker, business banker, etc.) supporting the client as well as retention of the relationship. Participate in the coordination and delivery of client presentations, bringing in additional experts as needed. Represent the bank in a professional and competent manner both over the phone and in person with clients, advisors and business partners. Develop strong working relationships with administrative support areas, i.e. Tax, Legal, Operations, etc. Ability to communicate internally with bank management and executives and externally with clients, their representatives, accounting firms, other investment brokers, attorneys, CPAs, and tax accountants, etc.
Qualification and Experience
The candidate should have Bachelors' degree and 1 year of experience independently administering fiduciary accounts or demonstrated fiduciary expertise, in a related capacity or as a part of a team, or related experience in a relevant industry Or in lieu of a degree, a combined minimum of 5 years relevant experience. CTFA, CFP, JD, or Masters preferred. Should have demonstrated strong oral, written and presentation communication skills. Must have demonstrated ability to expand and retain client relationships including building a significant level of trust with clients.
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