Senior Trust Advisor
Truist Inc, Richmond, VA, United States
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
Required 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.
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
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.
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
Required 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.
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
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.