Senior UHNW Trust Advisor

UMB Bank; Madison (WI); Hybrid; USD 110,250 - 235,810; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Health savings accounts

Tuition reimbursement

Comprehensive benefit plan

Job summary

A prominent financial institution is seeking a Private Wealth Trust Sales Advisor to manage and grow relationships with ultra-high net worth clients. The ideal candidate will have a Bachelor’s degree and over 10 years of experience in wealth management. This role involves complex trust administration, effective communication, and leadership skills. The position offers a hybrid work environment and competitive benefits, with a salary range from $110,250 to $235,810, depending on experience and location.

Qualifications

• 10+ years' experience in wealth management for HNW and UHNW clients.
• Experience in complex trust administration.
• Ability to address client concerns and needs.

Responsibilities

• Build and manage client relationships with ultra-high net worth clients.
• Steer administration of clients' wealth and trust accounts.
• Coordinate service delivery teams for clients.

Skills

Wealth management for HNW and UHNW clients

Complex Trust Administration

Leadership Skills

Excellent communication skills

Emotional intelligence

Education

Bachelor’s degree

Tools

Wealth management products

Estate planning solutions

Job description

A prominent financial institution is seeking a Private Wealth Trust Sales Advisor to manage and grow relationships with ultra-high net worth clients. The ideal candidate will have a Bachelor’s degree and over 10 years of experience in wealth management. This role involves complex trust administration, effective communication, and leadership skills. The position offers a hybrid work environment and competitive benefits, with a salary range from $110,250 to $235,810, depending on experience and location.