Senior Trust Officer Bank of America
Overview
Lead management of fiduciary and investment management accounts for high-net-worth clients and beneficiaries across multiple generations. Oversee administration business development and client education while collaborating with teams to drive growth and ensure compliance.
What You'll Do7
- 1Provide fiduciary administration support including review of trust instruments participation in trustee discretionary matters management of risk and periodic trust reviews
- 2Support investment management accounts coordinating account operations and client wealth planning
- 3Engage with clients and prospects to build and transfer wealth while ensuring regulatory compliance
- 4Identify and develop new business opportunities through relationship cultivation
- 5Close sales and meet revenue targets using a proactive problem-solving approach
- 6Demonstrate strong communication skills as a team player who connects with high-net-worth individuals
- 7Maintain high-level understanding of client concerns and provide sophisticated solutions
Requirements8
- 1Minimum five years trust administration and estate planning experience
- 2Technical expertise in trust administration fiduciary law and estate planning
- 3Knowledge of compliance policies and regulatory requirements
- 4Ability to develop new business relationships and close sales
- 5Proven initiative and creative approach to problem solving
- 6Bachelor's degree or equivalent experience in high-net-worth trust environments
- 7Desired qualifications include CTFA CFP AEP JD CPA
- 8Minimum high school diploma or equivalent
Salary Insight
$98 - $210k per year
Location
Required Skills
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