UHNW Trust & Wealth Advisor

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

Job summary

UMB Bank is seeking a Private Wealth Trust Sales Advisor to build and manage ultra-high-net-worth client relationships and oversee complex trust administration within PWM’s UHNW segment. The role involves identifying opportunities, developing COIs, and coordinating wealth strategy with internal teams.

You will lead proactive planning, maintain high-touch client communication, and drive new trust relationships across markets, traveling as needed.

Qualifications

• Bachelor’s degree required.
• 10+ years in wealth management for HNW/UHNW clients.
• Experience in Complex Trust Administration.
• Strong business development & COI development experience.
• Excellent communication and presentation skills.

Responsibilities

• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
• Steer administration of client wealth and trust accounts by being a trusted partner.
• Lead high-performance service delivery to clients by coordinating the team delivering services.
• Manage and expand high-profile client relationships.
• Provide proactive, solution-oriented planning for clients and wealth strategy goals.

Skills

Leadership

Communication

Relationship management

Wealth management

Complex trust administration

COI development

Education

Bachelor’s degree

Job description

UMB Bank is seeking a Private Wealth Trust Sales Advisor to build and manage ultra-high-net-worth client relationships and oversee complex trust administration within PWM’s UHNW segment. The role involves identifying opportunities, developing COIs, and coordinating wealth strategy with internal teams.

You will lead proactive planning, maintain high-touch client communication, and drive new trust relationships across markets, traveling as needed.