Senior Trust & Wealth Advisor for HNW Clients

Bank of America; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth.

The position requires strong knowledge of trust and fiduciary law, regulatory compliance, and the ability to close sales while maintaining risk controls.

Qualifications

• Minimum five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and wealth transfer planning.
• Knowledge of regulatory, legal, and bank policies related to client accounts and portfolios.
• Ability to identify and develop new business opportunities with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.

Responsibilities

• Provides fiduciary administration support including review of trust instruments and discretion matters.
• Supports investment management accounts including opening/closing, money movement, and maintenance.
• Engages with clients and prospects to tailor wealth solutions and deliver high-quality experiences.
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identifies and develops new business opportunities by expanding relationships.

Skills

Trust administration

Estate planning

Fiduciary law

Client management

Regulatory compliance

Risk management

Sales targets

Communication

Team collaboration

Education

Bachelor's degree

High School Diploma

Job description

Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth.

The position requires strong knowledge of trust and fiduciary law, regulatory compliance, and the ability to close sales while maintaining risk controls.