Senior Trust & Wealth Advisor for HNW Clients

Bank of America; San Diego (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Bank of America is seeking a Senior Trust Officer in San Diego, CA to oversee fiduciary administration and wealth transfer planning for high-net-worth clients. You will coordinate trust reviews, custody tasks, and risk management while guiding client relationships and ensuring regulatory compliance.

The role emphasizes proactive client engagement, investment account support, and development of new business opportunities within a high-service, in-office environment.

Qualifications

• Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Responsibilities

• Provides fiduciary administration support including 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 opening/closing accounts, money movement, and account maintenance.
• Engages with clients and prospects to build and transfer wealth tailored to their goals with 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

Risk Management

Business Development

Client Management

Wealth Planning

Customer and Client Focus

Client Experience Branding

Client Solutions Advisory

Process Management

Decision Making

Presentation Skills

Prospecting

Financial Analysis

Attention to Detail

Critical Thinking

Planning

Education

Bachelor’s Degree or equivalent business experience

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Senior Trust Officer in San Diego, CA to oversee fiduciary administration and wealth transfer planning for high-net-worth clients. You will coordinate trust reviews, custody tasks, and risk management while guiding client relationships and ensuring regulatory compliance.

The role emphasizes proactive client engagement, investment account support, and development of new business opportunities within a high-service, in-office environment.