Client Relationship Executive

• Oversee the expansion of fiduciary business for high net worth clients
• Serve as the market’s Chief Fiduciary Officer
• Drive business development planning, retention, and expansion of existing business
• Oversee fiduciary administration efforts for the market
• Oversee investment management accounts, including opening and closing accounts, money movement, and account maintenance
• Ensure fiduciary standards and Private Bank/regulatory compliance and risk policies are understood, aligned with the risk framework, and consistently applied
• Monitor fiduciary risk metrics and ensure timely, accurate completion of administrative reviews, control partner requests, and data remediation
• Execute Private Bank strategy, national fiduciary initiatives, and priorities tailored to local market dynamics and competitor footprint
• Pursue new or expanded relationships with existing clients and prospects
• Partner closely with the Market Executive to drive strategic growth priorities
• Potentially manage associates and perform managerial responsibilities including inclusion, process and data management, enterprise communication, risk management, coaching, financial stewardship, talent leadership, and driving business outcomes

Requirements

• Experience/qualification sufficient to oversee fiduciary business for high net worth clients
• Knowledge of fiduciary standards and Private Bank, regulatory compliance, and risk policies
• Ability to oversee fiduciary administration efforts and investment management accounts
• Account management
• Business acumen
• Client management
• Decision making
• Risk management
• Coaching
• Customer and client focus
• Inclusive leadership
• Problem solving
• Strategic thinking
• Employee counseling
• Performance management
• Planning
• Relationship building
• Talent development
• Ability to work 40 hours per week on 1st shift in the United States of America

Core Competencies

Demonstrates expertise in fiduciary business management for high net worth clients, ensuring compliance with fiduciary standards and regulatory policies while driving strategic growth and client relationship development.

Highest-signal resume keywords

• Fiduciary Business Oversight
• Regulatory Compliance
• Investment Management
• Client Management
• Risk Management

Hard Skills

• Fiduciary Standards
• Investment Management Accounts
• Account Management
• Business Development Planning
• Data Remediation

Soft Skills

• Decision Making
• Coaching
• Strategic Thinking
• Relationship Building
• Inclusive Leadership

Industry Keywords

• High Net Worth Clients
• Private Bank
• Fiduciary Administration
• Risk Policies
• Financial Stewardship