Senior Trust Advisor

Full-time 2 views
Company BCG Attorney Search Location Rosemont, IL, United States

Recruiter

Attorney

9-20 yrs required

Full-time

Profile

Rosemont office of our client seeks a senior trust advisor with 10 years of demonstrated fiduciary client service/sales. The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets. Work with Private Bank Team to identify fiduciary opportunities and solutions. Work with Private Bank Team to implement fiduciary strategies. Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish. Actively participate with the Private Bank team to develop, interpret, communicate and facilitate complex estate planning matters as part of the advice-based solutions presented to clients. Advise 50- 75 households comprised of approximately 250- 300 accounts. On behalf of as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM. Ensure adherence to all fiduciary rules, regulations, and internal governance throughout the administration of the trust. Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for to serve as Trustee, Successor Trustee, Executor, or Personal Representative. Generate new fiduciary and Private Bank IM&T. Manage the due diligence process on all new fiduciary appointments. Demonstrate sound complex decision-making skills. Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift, and income tax planning, guardianships, special needs trust, and state-specific laws). Develop subject matter expertise in fiduciary-related areas. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Company info

BCG Attorney Search

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