Senior Trust Officer

1 day ago


Wilmington, Delaware, United States Citizens Financial Group, Inc. Full time
Job Summary

The Senior Trust Officer is a key member of our Private Wealth team, responsible for advising high net worth clients on their trust and estate administration needs. This role requires a strong understanding of fiduciary concepts, excellent communication skills, and the ability to build and maintain strong client relationships.

Key Responsibilities
  • Advise clients on trust and estate administration matters, including estate planning and trust income tax principles
  • Manage trust accounts, ensuring compliance with applicable statutes and regulations
  • Partner with clients and their external advisors to implement estate plans and achieve clients' goals
  • Build and maintain strong relationships with clients, family members, and external advisors
  • Participate in the training and development of Trust Officers and Trust Associates
Requirements
  • 7-10 years of experience in fiduciary account administration and client relationship management within a Private Wealth environment
  • Strong communication, organization, and analytical skills
  • Bachelor's Degree Required; Graduate degree preferred
  • CTFA, CFP, or similar professional designation preferred
What We Offer

Citizens Financial Group, Inc. is an equal opportunity employer committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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