Senior Trust Advisor

About the role

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.

Responsibilities

• Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives.
• Utilize other specialist where appropriate.
• Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
• Demonstrated ability to advise and deliver ultra-high net worth