This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families
Job Summary
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
Skills & Requirements
Must-have
Trust administration
Fiduciary law expertise
Estate and wealth transfer planning
Client relationship management
Business development
Nice-to-have
High-net-worth client concerns
Sophisticated client interactions
Proactive problem solving
Creative solutions
Team player
Key Requirements
Minimum of five years of trust administration and estate planning experience
Technical expertise in trust administration, fiduciary law, estate and wealth transfer planning
Knowledge of compliance with policies, procedures, regulatory, and legal requirements
Ability to identify and develop new business opportunities
Proven ability to confidently close sales and meet or exceed revenue targets