Senior Trust Officer – High-Net-Worth Fiduciary Leader

Fifth Third Bank; Dallas (TX); In loco; USD 110.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive benefits

Incentive compensation plan

Descrizione del lavoro

Fifth Third Bank in Minneapolis, MN seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, in line with governing documents and regulatory standards.

You will serve as the primary relationship manager, partnering with clients, financial advisors, and internal teams to deliver high-quality service, support growth, and ensure a consistent client experience.

Competenze

• Fiduciary expertise and governing documents knowledge.
• Strong client relationship management with high-net-worth clients.
• Understanding of regulatory requirements and internal policies.
• Clear communication of fiduciary concepts to clients and partners.
• Collaboration across internal teams and with external advisors.

Mansioni

• Fiduciary account administration for high-net-worth and specialty trusts.
• Serve as primary relationship manager for clients, beneficiaries and advisors.
• Ensure compliance with fiduciary, legal and regulatory requirements; complete reviews and document decisions.
• Exercise discretionary decisions and risk assessments in fiduciary matters.
• Collaborate with internal partners and external advisors to implement investment strategies.
• Support business development with financial advisors to grow relationships.
• Deliver a consistent, high-quality client experience and address client needs.
• Maintain strong knowledge of fiduciary principles and applicable tax considerations.
• Perform other duties as assigned.

Conoscenze

Fiduciary expertise

Client relationship management

Risk & compliance management

Communication

Collaboration

Formazione

Bachelor's degree

Descrizione del lavoro

Fifth Third Bank in Minneapolis, MN seeks a Senior Trust Officer to manage complex fiduciary relationships, including high-net-worth and specialty trusts, in line with governing documents and regulatory standards.

You will serve as the primary relationship manager, partnering with clients, financial advisors, and internal teams to deliver high-quality service, support growth, and ensure a consistent client experience.