Trust & Wealth Advisor for High-Net-Worth Clients

Victus Search Limited; Sarasota (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Victus Search Limited, working with a US trust and wealth management client in Sarasota, FL, seeks a trusted professional to manage fiduciary accounts and high-net-worth client relationships. The role combines trust administration with strategic wealth planning support.

You will work closely with investment, legal, and tax colleagues to deliver tailored estate administration and wealth transfer solutions, conduct annual reviews, and help expand the firm’s referral network in the local market.

Qualifications

• 3+ years' experience within trusts, fiduciary services, private wealth or wealth management.
• Experience managing client relationships and fiduciary accounts.
• Understanding of trust and estate administration.
• Strong communication and client-facing skills.
• Professional qualifications such as CTFA, CFP, J.D. or similar would be advantageous.

Responsibilities

• Administration of trust, investment and fiduciary accounts.
• Managing client relationships and high level of service.
• Reviewing trust structures, estate planning arrangements and governing documentation.
• Conducting annual account reviews, including investments, transactions, fees and risk assessments.
• Liaising with attorneys, tax advisers and other professional intermediaries.
• Preparing client presentations, reports and review materials.
• Supporting wealth transfer and estate planning strategies.
• Developing referral networks and professional relationships within the local market.
• Assisting with new business development initiatives and prospect engagement.

Skills

Trust administration

Client relationship management

Communication skills

Investment understanding

Professionalism

Education

CTFA, CFP, or JD advantageous

Bachelor's degree in related field

Job description

Victus Search Limited, working with a US trust and wealth management client in Sarasota, FL, seeks a trusted professional to manage fiduciary accounts and high-net-worth client relationships. The role combines trust administration with strategic wealth planning support.

You will work closely with investment, legal, and tax colleagues to deliver tailored estate administration and wealth transfer solutions, conduct annual reviews, and help expand the firm’s referral network in the local market.