Senior Trust & Wealth Advisor for High-Net-Worth Clients

Bank of America; Chicago (IL); In loco; USD 91.000 - 131.000; Tempo pieno

Descrizione del lavoro

Bank of America seeks a fiduciary professional to manage a book of high-net-worth trust accounts, overseeing administration, education and business development to protect and grow client wealth. You will work with teams to plan and execute bespoke wealth strategies, ensure regulatory compliance, and pursue new opportunities with clients and prospects across complex portfolios.

Strong communication with clients and centers of influence is essential.

Competenze

• Minimum of three years of trust administration and estate planning experience.
• Knowledge of fiduciary law and estate/wealth transfer planning.
• Ability to identify and develop new business opportunities with clients.
• Compliance with policies, procedures, regulatory and legal requirements.

Mansioni

• Manages a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries.
• Oversees administration, education, and business development of trust accounts.
• Drives wealth planning needs, risk management, and client retention.
• Coordinates with teams to plan, build and transfer wealth tailored to goals.

Conoscenze

Client management

Business development

Risk management

Wealth planning

Relationship building

Formazione

Bachelor’s Degree or equivalent in a relevant field

CTFA, CFP, AEP, JD, and/or CPA (desired)

High-Net-Worth trust experience

Descrizione del lavoro

Bank of America seeks a fiduciary professional to manage a book of high-net-worth trust accounts, overseeing administration, education and business development to protect and grow client wealth. You will work with teams to plan and execute bespoke wealth strategies, ensure regulatory compliance, and pursue new opportunities with clients and prospects across complex portfolios.

Strong communication with clients and centers of influence is essential.