UHNW Trust Relationship Manager

Confidential; New York (NY); On-site; USD 103,155,000 - 115,933,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Auto insurance

Home insurance

Pet insurance

Employee discounts

Job summary

Our client, a major bank in New York, seeks a Trust Relationship Officer to provide high-quality trust and fiduciary services to UHNW/HNW clients. You will support the servicing and operational maintenance of trust and estate relationships and guide Trust Relationship Managers to ensure administration in accordance with governing documents, laws and internal policies.

Responsibilities include client service and relationship support, overseeing trust/company administration, client and group

Qualifications

• Bachelor's degree (BA/BS) preferred.
• Some trust experience required.

Responsibilities

• Provide high-quality trust and fiduciary services to UHNW/HNW clients.
• Support servicing and operational maintenance of trust and estate relationships.
• Coach/support Trust Relationship Managers to ensure proper administration.
• Ensure governance compliance with documents, laws, and internal policies.
• Oversee client reporting and due diligence (KYC/AML).

Skills

Trust administration

Client servicing

KYC/AML

Regulatory compliance

Due diligence

Communication

Education

Bachelor's degree (BA/BS)

Job description

Our client, a major bank in New York, seeks a Trust Relationship Officer to provide high-quality trust and fiduciary services to UHNW/HNW clients. You will support the servicing and operational maintenance of trust and estate relationships and guide Trust Relationship Managers to ensure administration in accordance with governing documents, laws and internal policies.

Responsibilities include client service and relationship support, overseeing trust/company administration, client and group