Senior Wealth & Trust Advisor

Bank of America; Buffalo (NY); On-site; USD 98,100 - 210,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Annual discretionary award based on performance

Job summary

Bank of America is seeking an experienced professional for managing fiduciary and investment management accounts aimed at high-net-worth clients. Responsibilities include overseeing complex investment and trust accounts, engaging with clients on wealth planning, and ensuring compliance with regulatory requirements. Minimum five years in trust administration is required, along with a relevant Bachelor's degree. The role offers a competitive salary range of $98,100 to $210,000 annually, based in Buffalo, NY, with additional performance-based incentives.

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate planning.
• Recognizable ability to identify and pursue new business opportunities.
• Demonstrates initiative in problem-solving and meeting revenue targets.
• Savvy in understanding high-net-worth client concerns.

Responsibilities

• Oversee fiduciary administration support of complex trust and investment accounts.
• Engage with clients to tailor wealth management strategies.
• Ensure compliance with regulatory requirements for client accounts.
• Identify new business opportunities with existing clients.

Skills

Business Development

Client Management

Customer and Client Focus

Risk Management

Wealth Planning

Client Experience Branding

Client Solutions Advisory

Decision Making

Presentation Skills

Process Management

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

Bachelor’s Degree or equivalent business experience

Job description

Bank of America is seeking an experienced professional for managing fiduciary and investment management accounts aimed at high-net-worth clients. Responsibilities include overseeing complex investment and trust accounts, engaging with clients on wealth planning, and ensuring compliance with regulatory requirements. Minimum five years in trust administration is required, along with a relevant Bachelor's degree. The role offers a competitive salary range of $98,100 to $210,000 annually, based in Buffalo, NY, with additional performance-based incentives.