Senior Wealth & Trust Advisor

NBMBAA; Chicago (IL); Hybrid; USD 98,000 - 210,000; Full time

Job summary

Bank of America in Chicago is seeking an experienced fiduciary administrator to manage complex trust and investment management accounts for high-net-worth clients. The role involves coordinating account openings, risk assessment, and delivering tailored wealth solutions.

You will work with teams to drive business development, ensure compliance, and provide exceptional client service to multi-generational families seeking sophisticated estate and wealth transfer planning.

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and wealth transfer planning.
• Knowledge of compliance with policies, procedures, regulatory and legal requirements related to client accounts and portfolios.
• Ability to develop new business opportunities by pursuing existing or new relationships.
• Proactive problem solving and prudent risk/reward considerations.

Responsibilities

• Provides fiduciary administration support including review of trust instruments and risk management.
• Coordinates opening/closing of investment management accounts and portfolio maintenance.
• Engages with clients and prospects to tailor wealth solutions and deliver high-quality experiences.
• Ensures regulatory and legal compliance for client accounts and portfolios.
• Identifies and develops new business opportunities with existing clients and prospects.

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 in High-Net-Worth Trust environment

High School Diploma / GED / Secondary School or equivalent

Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA

Job description

Bank of America in Chicago is seeking an experienced fiduciary administrator to manage complex trust and investment management accounts for high-net-worth clients. The role involves coordinating account openings, risk assessment, and delivering tailored wealth solutions.

You will work with teams to drive business development, ensure compliance, and provide exceptional client service to multi-generational families seeking sophisticated estate and wealth transfer planning.