Senior Wealth & Trust Advisor

ghr; Chicago (IL); On-site; USD 98,000 - 210,000; Full time

Job summary

Bank of America in Chicago seeks a fiduciary specialist to manage a book of high-net-worth trust and investment accounts for multi-generational families. You will supervise administration, client onboarding, and coordinated wealth planning to protect assets and grow relationships.

The role emphasizes compliance, risk management, and business development, working with teams to educate clients, expand opportunities, and deliver a high-quality client experience.

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
• Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios.
• Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
• Demonstrates initiative and a proactive approach to problem solving.
• Creative though prudent approach to providing solutions within the bank’s risk/reward profile.
• Proven ability to confidently close sales and meet or exceed revenue targets.
• Has good people/partner communication skills and is a team player.
• Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues.
• Ability to communicate and connect with high-net-worth clients

Responsibilities

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience.
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Skills

Business Development

Client Management

Wealth Planning

Risk Management

Regulatory Compliance

Communication Skills

Sales Enablement

Education

High School Diploma

Job description

Bank of America in Chicago seeks a fiduciary specialist to manage a book of high-net-worth trust and investment accounts for multi-generational families. You will supervise administration, client onboarding, and coordinated wealth planning to protect assets and grow relationships.

The role emphasizes compliance, risk management, and business development, working with teams to educate clients, expand opportunities, and deliver a high-quality client experience.