Senior Trust & Wealth Advisor

Bank of America; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

United States Digital Space LLC seeks a senior fiduciary and wealth management professional to manage high-net-worth trust accounts and guide multi-generational families. You will oversee fiduciary administration, coordinate investment management, and drive client development while ensuring regulatory compliance and risk controls.

You will work with teams to expand relationships, educate clients and partners, and deliver a high-quality wealth planning experience for discerning clients.

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Knowledge of compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.
• Creative yet prudent approach to providing solutions within the bank's risk/reward profile.
• Proven ability to confidently close sales and meet or exceed revenue targets.
• Good people/partner communication skills and is a team player.
• High-net-worth clients' concerns/ issues savvy and sophisticated.

Responsibilities

• Provides fiduciary administration support including review of trust instruments and periodic trust reviews.
• Supports investment management accounts including opening/closing accounts and money movement.
• Engages with clients and prospects to build wealth tailored to goals with high-quality service.
• Ensures compliance with regulatory and legal requirements related to accounts and portfolios.
• Identifies and develops new business opportunities with existing clients and prospects.

Skills

Business Development

Client Management

Client Focus

Risk Management

Wealth Planning

Decision Making

Presentation Skills

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

Bachelor's Degree or equivalent in High-Net-Worth Trust environment

High School Diploma or GED or equivalent

Job description

United States Digital Space LLC seeks a senior fiduciary and wealth management professional to manage high-net-worth trust accounts and guide multi-generational families. You will oversee fiduciary administration, coordinate investment management, and drive client development while ensuring regulatory compliance and risk controls.

You will work with teams to expand relationships, educate clients and partners, and deliver a high-quality wealth planning experience for discerning clients.