UHNW Trust & Wealth Strategy Advisor

UMB Financial Corporation; Rockford (IL); Hybrid; USD 110,000 - 236,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health Savings Account

Flexible Spending Account

Dependent Care Accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Financial Corporation’s Private Wealth division seeks a Private Wealth Trust Sales Advisor to deepen ultra-high-net-worth client relationships and manage complex trust accounts.

You will lead a team in delivering tailored wealth strategies, coordinate with other lines of business, and present estate planning techniques to COIs, ensuring outstanding client experiences across Trust and Investment Management accounts.

Qualifications

• Bachelor's degree required.
• 10+ years wealth management experience for HNW/UHNW clients or equivalent background.
• Experience in complex trust administration.

Responsibilities

• Source and develop high-net-worth client relationships through networking and referrals.
• Steer administration of client 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 and wealth strategy planning goals.
• Provide wealth management expertise and present estate planning techniques to COIs.

Skills

UHNW wealth management

Leadership

Emotional intelligence

Communication skills

Presentation skills

Relationship management

COI development

Investment strategy knowledge

Education

Bachelor's degree

Job description

UMB Financial Corporation’s Private Wealth division seeks a Private Wealth Trust Sales Advisor to deepen ultra-high-net-worth client relationships and manage complex trust accounts.

You will lead a team in delivering tailored wealth strategies, coordinate with other lines of business, and present estate planning techniques to COIs, ensuring outstanding client experiences across Trust and Investment Management accounts.