Senior Wealth Relationship & Trust Advisor

Atlantic Union Bank; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlantic Union Bank seeks a seasoned Wealth Relationship Management - Trust professional to lead high-net-worth client engagement and fiduciary engagements. You will coordinate advisory, estate planning, and trust strategies while ensuring client satisfaction and compliant fiduciary oversight.

The role emphasizes relationship development, complex financial solutions, and collaboration with wealth management teams to drive growth and trust services excellence.

Qualifications

• Bachelor's degree required.
• Typically requires 6-8+ years prior experience in wealth management/fiduciary services.
• May require NMLS registration or applicable licenses.

Responsibilities

• Develop, manage and deepen trust and fiduciary client relationships within wealth management.
• Provide financial, estate and fiduciary advisory support to clients.
• Oversee trust administration and coordinate with investment and advisory teams.

Education

Bachelor's Degree

Job description

Atlantic Union Bank seeks a seasoned Wealth Relationship Management - Trust professional to lead high-net-worth client engagement and fiduciary engagements. You will coordinate advisory, estate planning, and trust strategies while ensuring client satisfaction and compliant fiduciary oversight.

The role emphasizes relationship development, complex financial solutions, and collaboration with wealth management teams to drive growth and trust services excellence.