Senior Wealth & Trust Advisor

Bank of America; New Haven (CT); On-site; USD 98,000 - 210,000; Full time

Benefits offered by this job

Annual discretionary plan

Competitive benefits

Job summary

Bank of America in New Haven, CT seeks a fiduciary and investment management professional to manage a book of high-net-worth accounts and beneficiaries, focusing on complex trust and wealth transfer planning. You will collaborate with teams to drive business development, educate clients, and ensure compliance.

The role emphasizes building tailored wealth solutions, overseeing account administration, and expanding client relationships while maintaining the bank's risk framework and delivering a

Qualifications

• Minimum of five years of trust administration and estate planning experience.
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
• Knowledge of 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

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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New Haven, CT seeks a fiduciary and investment management professional to manage a book of high-net-worth accounts and beneficiaries, focusing on complex trust and wealth transfer planning. You will collaborate with teams to drive business development, educate clients, and ensure compliance.

The role emphasizes building tailored wealth solutions, overseeing account administration, and expanding client relationships while maintaining the bank's risk framework and delivering a