Senior Wealth Management Officer

6 days ago


Greensboro, North Carolina, United States First Citizens Bank Full time
Job Summary

We are seeking a highly skilled Senior Fiduciary Officer to join our team at First Citizens Bank. This role will be responsible for providing exceptional fiduciary services to high net worth clients, collaborating with the relationship team to expand and retain relationships, and implementing comprehensive estate and tax planning strategies.

Key Responsibilities
  • Fiduciary Management
    • Administer complex personal trust relationships, ensuring compliance with legal and regulatory guidelines.
    • Develop and implement comprehensive, long-range fiduciary and estate plans in collaboration with clients and the team.
    • Communicate effectively with grantors, beneficiaries, and other stakeholders regarding fiduciary decisions.
  • Relationship Management
    • Drive ongoing client service to maintain strong relationships and identify revenue opportunities.
    • Collaborate with the team to expand High Net Worth services and promote revenue growth.
  • Collaboration and Sales
    • Partner with associates to administer client relationships, manage client communications, and ensure a satisfactory client experience.
    • Promote High Net Worth wealth offerings to existing clients and collaborate with wealth partners to grow relationships.
Requirements
  • Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning.
  • High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning.
  • Certified Trust & Financial Advisor (CTFA) or Certified Financial Planner (CFP) certification preferred.
  • Strong financial and fiduciary knowledge, leadership, mentoring, discovery, relationship management, communication, and teamwork skills.


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