Senior Trust & Wealth Advisor for HNW Clients

ghr; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Job summary

Bank of America is seeking an experienced fiduciary and wealth management professional to manage a book of fiduciary and investment accounts for high-net-worth clients. You will oversee complex trust accounts, educate clients and Centers of Influence, drive business development and retention, and coordinate with teams to address wealth planning needs while managing risk.

The role emphasizes regulatory compliance, proactive problem solving, and strong client relationships to deliver superior

Qualifications

• Minimum of five years of trust administration and estate planning experience
• Technical expertise in trust administration, fiduciary law, and estate/wealth transfer planning
• Knowledge of regulatory and legal requirements relating to client accounts and portfolios
• Ability to identify and develop new business opportunities with existing clients and prospects
• Demonstrates initiative and proactive problem solving
• Creative yet prudent approach to solutions within the bank’s risk/reward profile
• Proven ability to close sales and meet revenue targets
• Strong communication with team and clients
• High-net-worth client awareness and sensitivity
• Ability to connect with high-net-worth clients

Responsibilities

• Provides fiduciary administration support including reviewing trust instruments and managing risk
• Supports investment management accounts including opening/closing, money movement, maintenance
• Engages with clients and prospects to tailor wealth solutions and deliver high-quality experiences
• Ensures regulatory compliance for client accounts and portfolios
• Identifies and pursues new business opportunities with existing clients and prospects

Skills

Business development

Client management

Customer focus

Risk management

Wealth planning

Client experience branding

Client solutions advisory

Decision making

Presentation skills

Process management

Attention to detail

Critical thinking

Financial analysis

Planning

Prospecting

Education

CTFA

CFP

AEP

JD

CPA

Bachelor’s Degree or equivalent business experience

Job description

Bank of America is seeking an experienced fiduciary and wealth management professional to manage a book of fiduciary and investment accounts for high-net-worth clients. You will oversee complex trust accounts, educate clients and Centers of Influence, drive business development and retention, and coordinate with teams to address wealth planning needs while managing risk.

The role emphasizes regulatory compliance, proactive problem solving, and strong client relationships to deliver superior