In-office with flexibility based on role-specific considerations.
Trust administration experience
Fiduciary law knowledge
Estate planning expertise
Bank of America Merrill Lynch is seeking a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients. The role involves business development, compliance, and delivering tailored wealth planning solutions while maintaining a strong emphasis on teamwork and client relationships
Job Summary
The role involves managing a book of fiduciary and investment management accounts for high-net-worth clients and multi-generational families.
Responsibilities include overseeing trust administration, driving business development, and ensuring compliance with regulatory and legal requirements.
Bank of America is committed to an in-office culture while supporting teammate wellness and offering opportunities for career growth.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients. The role involves business development, compliance, and delivering tailored wealth planning solutions while maintaining a strong emphasis on teamwork and client relationships.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Trust administration experience
Fiduciary law knowledge
Estate planning expertise
Investment account management
Regulatory compliance adherence
Nice-to-have
High-net-worth client focus
Business development skills
Proactive problem solving
Team collaboration abilities
Sales closing proficiency
Key Requirements
Minimum five years of trust administration experience
Technical expertise in fiduciary law
Bachelor's Degree or equivalent business experience