UHNW Trust Advisor | Private Wealth Relationships

UMB Bank; Dallas (TX); Hybrid; USD 141,000 - 208,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Tuition reimbursement

Adoption assistance

Employee wellbeing program

Gym/fitness reimbursement

Job summary

UMB Bank in the United States seeks a Private Wealth Trust Sales Advisor to grow and service ultra-high net worth trust accounts. You will source high-net-worth relationships, steer complex trust administration, and coordinate wealth solutions across teams to deliver exceptional client outcomes.

You will lead strategy planning, COI development, and proactive client communications, leveraging deep trust and wealth management expertise to expand the ultra-high-net-worth book.

Qualifications

• Bachelor’s degree required.
• 10+ years wealth management for HNW/UHNW clients or equivalent background.
• Experience in Complex Trust Administration.
• Understanding of Business Development & COI Development.
• Leadership and high emotional intelligence.
• Excellent communication and presentation skills.
• Expertise in UHNW wealth management and estate planning.
• Knowledge of Trust and Bank products and services.
• Ability to identify solutions for unique assets (e.g., real estate, LLCs).

Responsibilities

• Source and develop high-net-worth client relationships through networking and referrals.
• Steer administration of Client’s wealth and trust accounts as trusted partner.
• Lead high-performance service delivery by coordinating the team delivering services.
• Manage and expand high-profile client relationships.
• Provide proactive wealth strategy planning and COI coordination.
• Lead proactive, high-touch communication plan for all clients.
• Provide wealth management subject matter expertise.
• Attend meetings and functions as assigned.
• Create and lead presentations to COIs on estate planning techniques for UHNW clients.
• Serve as the primary driver of new trust relationships for the market.
• Coordinate and assign team members to new trust relationships transitioning those accounts.

Skills

Relationship management

Communication skills

Wealth management

Trust administration

Business development

Leadership

Emotional intelligence

Estate planning

Presentation skills

Client management

Education

Bachelor’s degree

Job description

UMB Bank in the United States seeks a Private Wealth Trust Sales Advisor to grow and service ultra-high net worth trust accounts. You will source high-net-worth relationships, steer complex trust administration, and coordinate wealth solutions across teams to deliver exceptional client outcomes.

You will lead strategy planning, COI development, and proactive client communications, leveraging deep trust and wealth management expertise to expand the ultra-high-net-worth book.