Bank of America is seeking a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients, focusing on relationship-building and business development. The role requires significant expertise in trust administration and estate planning, along with strong interpersonal skills
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
Match Score: 85
Bank of America is seeking a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients, focusing on relationship-building and business development. The role requires significant expertise in trust administration and estate planning, along with strong interpersonal skills.
Skills & Requirements
Must-have
Fiduciary administration
Investment management accounts
Client engagement and wealth planning
Regulatory and legal compliance
Business development and retention
Nice-to-have
High-net-worth client concerns
Creative and prudent solutions
Team player and good communication
Key Requirements
Minimum of five years of trust administration and estate planning experience
Technical expertise in fiduciary law and estate planning
Knowledge of compliance policies and regulatory requirements
Proven ability to close sales and meet revenue targets
High School Diploma / GED / Secondary School or equivalent