Senior Trust & Wealth Advisor for HNW Clients

Bank of America; Baltimore (MD); On-site; USD 98,000 - 210,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Job summary

Bank of America in Baltimore, MD is seeking a fiduciary and investment management professional to manage a book of high-net-worth accounts and beneficiaries. You will oversee administration, coordinate investments, and work with teams to deliver tailored wealth solutions that meet client goals and risk parameters.

In this role you will drive business development and retention, ensure compliance with regulatory requirements, and communicate clearly with clients, prospects, and Centers of

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
• 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 though prudent approach to providing solutions within the bank's risk/reward profile.
• Proven ability to confidently close sales and meet or exceed revenue targets.
• Has good people/partner communication skills and is a team player.
• Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues.

Responsibilities

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Skills

Business Development

Client Management

Wealth Planning

Risk Management

Advisory Decision Making

Presentation Skills

Attention to Detail

Financial Analysis

Education

Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment

Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Baltimore, MD is seeking a fiduciary and investment management professional to manage a book of high-net-worth accounts and beneficiaries. You will oversee administration, coordinate investments, and work with teams to deliver tailored wealth solutions that meet client goals and risk parameters.

In this role you will drive business development and retention, ensure compliance with regulatory requirements, and communicate clearly with clients, prospects, and Centers of