UHNW Fiduciary Advisor & Wealth Solutions Lead

Truist; Memphis (TN); On-site; USD 110,000 - 150,000; Full time

Job summary

Truist Wealth seeks a Senior Fiduciary Advisor to provide expert fiduciary guidance to high net worth clients, collaborating with Wealth Advisors and Investment Managers to expand relationships and capture new opportunities.

You will interpret complex fiduciary documents, lead client meetings, and coordinate with internal teams to administer trusts, estates, and tax matters, while advancing a book of business focused on ultra-high-net-worth relationships.

Qualifications

• Four year college degree in Accounting, Finance, Business Management, Trust Administration or Law.
• 10+ years of fiduciary experience, with a focus on business development and relationship management.
• Effective communication skills both verbal and written, ability to convey thought provoking insight regarding client issues and concerns.
• Proven analytical ability and detail orientation with ability to manage client and firm priorities.
• Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

Responsibilities

• Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions meeting client goals.
• Proactively engage with clients to deliver non-investment and banking aspects, including financial planning guidance in estate planning and family governance.
• Advise ultra-high net worth families on a wide range of financial and non-financial solutions to meet their goals.
• Interpret complex fiduciary documents and strategies.
• Conduct client meetings providing advice on trust and state administration, discretionary actions, taxes, etc.
• Coordinate with internal teams to complete account administration tasks.
• Adhere to internal policies and escalate issues when necessary.
• Develop a book of business with AUM over $25MM.

Skills

Communication

Analytical ability

Computer skills

Education

Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law

Tools

Microsoft Office

Job description

Truist Wealth seeks a Senior Fiduciary Advisor to provide expert fiduciary guidance to high net worth clients, collaborating with Wealth Advisors and Investment Managers to expand relationships and capture new opportunities.

You will interpret complex fiduciary documents, lead client meetings, and coordinate with internal teams to administer trusts, estates, and tax matters, while advancing a book of business focused on ultra-high-net-worth relationships.