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Job description
Job Title
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.
Essential Duties and 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 families on a wide variety of both financial and non-financial solutions to meet their goals.
Understand and provide interpretation as related to complex fiduciary documents and strategies
Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues and concerns when necessary
Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold
Qualifications:
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, being able to convey thought provoking insight regarding client issues and concerns.
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
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
Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace.
Worksite address
fort lauderdale, FL, 33336, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.