Senior Trust Advisor

5 days ago

Washington, United States Truist Inc Full time

About the Role:

We are seeking a highly skilled and experienced Senior Trust Advisor to join our team at Truist Inc. As a Senior Trust Advisor, you will be responsible for providing expert fiduciary advice and solutions to high net worth clients, as well as participating in the broader client-facing wealth team to expand existing relationships and capture new opportunities.

Key Responsibilities:

  • Engage with clients to deliver non-investment and banking aspects to meet client objectives, including financial planning guidance in estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
  • Provide advice and solutions to ultra-high net worth families on a wide variety of financial and non-financial solutions to meet their goals.
  • Understand and provide interpretation of complex fiduciary documents and strategies.
  • Conduct client and prospect meetings, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
  • Obtain client information and partner with internal teams to complete tasks relevant to account administration.
  • Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth.
  • Identify and develop a book of business with a focus on relationships with AUM greater than $25MM threshold.

Requirements:

  • Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law.
  • 10+ years of fiduciary experience, with a focus on business development and relationship management.
  • Effective communication skills, both verbal and written, with the ability to convey thought-provoking insight regarding client issues and concerns.
  • Proven analytical ability and detail orientation with the ability to manage client and firm priorities.
  • Strong computer skills, currently Microsoft Suite of products, and the ability to learn proprietary bank platforms and software.

Preferred Qualifications:

  • LL.M in Taxation, Masters of Taxation, CPWA, CIMA.
  • Advanced degree or designations such as JD, MBA, or CFP.
  • 15+ Years of fiduciary experience with a focus on business development and relationship management.

About Truist Inc:

Truist Inc is a leading financial institution that is committed to providing innovative and personalized financial solutions to our clients. We believe in the power of what we can achieve together and are dedicated to creating smarter and easier experiences for our clients. We are an Equal Opportunity Employer and do not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

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