Trust & Fiduciary Specialist
Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace. In some cases, may administer and manage the risk of moderately complex trust accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by meeting with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Serves as relationship manager or team member for a book of business, identifying and addressing wealth management issues with clients, underwriting/accepting new accounts, administering, terminating and distributing moderately complex accounts of all types in collaboration with the Trust Centers.
Proactively engages with clients in wealth planning related conversations; collaborates with partners to develop and propose solutions. Works with investment manager to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (i.e. charitable management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory and compliance standards.
6+ years financial services industry experience.
5+ years of investment and/or fiduciary experience
Bachelors or Masters
CTFA, CPA, JD, CIMA or CFP
Local market knowledge
Wells Fargo - 2 years ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...