Senior UHNW Trust & Wealth Solutions Advisor

Jobtailor; Kansas; On-site; USD 170,000 - 250,000; Full time

Job summary

N/A Wealth Management seeks a seasoned UHNW Trust Specialist to manage complex trust administration and build enduring client relationships. You will coordinate teams and deliver tailored wealth solutions for ultra-high-net-worth clients.

Ideal candidates have 10+ years in wealth management, strong leadership, emotional intelligence, and excellent communication. MBA/CFA/CFP/CPA/JD credentials are preferred.

Qualifications

• 10+ years of wealth management experience for UHNW clients or equivalent background.
• Experience in Complex Trust Administration.
• Knowledge of COI development and business development.
• Leadership and emotional intelligence required.
• Excellent communication and presentation skills.
• Familiarity with estate planning and tax challenges for UHNW individuals.
• Experience drafting complex estate plans preferred.

Responsibilities

• Build and grow client relationships in the UHNW Trust market segment.
• Grow and service an existing book of clients, including complex trust administration relationships.
• Identify opportunities in UHNW market and develop COIs.
• Develop networks with other lines of business to provide financial solutions.
• Ensure delivery of exceptional client experience for complex accounts.
• Lead high-performance service delivery by coordinating teams.
• Manage and expand high-profile client relationships.
• Provide proactive, solution-oriented wealth planning and strategy.
• Lead presentations for internal and external centers of influence on estate planning techniques.
• Drive new trust relationships and transition accounts.
• Coordinate and assign team members for new relationships.

Skills

Wealth Management

Complex Trust Administration

Business Development

Leadership Skills

Excellent Communication

Education

Bachelor's degree

MBA

CFA

CFP®

CPA

CTFA

JD

Tools

Trust Administration tools

Investment Services

Private Banking

Job description

N/A Wealth Management seeks a seasoned UHNW Trust Specialist to manage complex trust administration and build enduring client relationships. You will coordinate teams and deliver tailored wealth solutions for ultra-high-net-worth clients.

Ideal candidates have 10+ years in wealth management, strong leadership, emotional intelligence, and excellent communication. MBA/CFA/CFP/CPA/JD credentials are preferred.