Senior Trust Officer - Private Bank

Job Description Responsible for managing fiduciary and investment management accounts for high‑net‑worth clients and beneficiaries, including multi‑generational families. Oversees administration, business development, trust education, and wealth planning. Responsibilities Provide fiduciary administration support, including reviewing trust instruments, participating in trustee discretionary matters, managing risk, and conducting periodic trust reviews. Support investment management accounts by coordinating opening and closing, money movement, and account maintenance. Engage with clients and prospects to build and transfer wealth tailored to their goals, delivering a high‑quality experience. Ensure compliance with regulatory and legal requirements related to client accounts and portfolios. Identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects. Required Qualifications Minimum five years of trust administration and estate planning experience. Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning. Knowledge of and adherence to compliance policies, procedures, regulatory and legal requirements related to client accounts and portfolios. Demonstrated ability to identify and develop new business opportunities by pursuing new or expanded relationships. Initiative and proactive problem‑solving approach. Creative but prudent solutions within the bank’s risk/reward profile. Proven ability to close sales and meet or exceed revenue targets. Strong people/partner communication skills and teamwork. High level of savvy regarding high‑net‑worth client concerns and issues. Ability to communicate and connect with high‑net‑worth clients. Desired Qualifications Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA. Bachelor’s degree or equivalent business experience in high‑net‑worth trust environment. Skills Business Development Client Management Customer and Client Focus Risk Management Wealth Planning Client Experience Branding Client Solutions Advisory Decision Making Presentation Skills Process Management Attention to Detail Critical Thinking Financial Analysis Planning Prospecting Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 Privacy Statement #J-18808-Ljbffr