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Truist Senior Trust Advisor - Dallas United States, Texas, Dallas 371890639
26.06.2024
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. 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.
2. 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.
3. 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.
4. Understand and provide interpretation as related to complex fiduciary documents and strategies
5. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
7. 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
8. Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold
2. 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.
3. 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.
4. Understand and provide interpretation as related to complex fiduciary documents and strategies
5. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
7. 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
8. Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
2. 10 + years of fiduciary experience, with a focus on business development and relationship management
3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
4. Proven analytical ability and detail orientation with ability to manage client and firm priorities
5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
Preferred Qualifications:
1. LL.M in Taxation, Masters of Taxation, CPWA, CIMA
2. Advanced degree or designations such as JD, MBA, or CFP
3. 15+ Years of fiduciary experience with a focus on business development and relationship management
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
2. 10 + years of fiduciary experience, with a focus on business development and relationship management
3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
4. Proven analytical ability and detail orientation with ability to manage client and firm priorities
5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
Preferred Qualifications:
1. LL.M in Taxation, Masters of Taxation, CPWA, CIMA
2. Advanced degree or designations such as JD, MBA, or CFP
3. 15+ Years of fiduciary experience with a focus on business development and relationship management
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