Senior Trust Officer
$98,100–$210,000 year
On-siteChicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$98,100–$210,000 yearSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Oversee administration and business development for complex fiduciary and investment management accounts serving high-net-worth clients and multi-generational families. Conduct periodic trust reviews, manage risk, and coordinate account openings, closings, and money movements while ensuring regulatory compliance. Engage with clients and prospects to drive business development, retention, and wealth planning needs, identifying opportunities to expand relationships with existing accounts.
Required Qualifications
- Minimum of five years of trust administration and estate planning experience
- Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
- Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
- Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
- Demonstrates initiative and a proactive approach to problem solving
- Creative though prudent approach to providing solutions within the bank's risk/reward profile
- Proven ability to confidently close sales and meet or exceed revenue targets
- Good people/partner communication skills and is a team player
- High level of savvy and sophistication regarding high-net-worth clients' concerns / issues
- Ability to communicate and connect with high-net-worth clients
Desired Qualifications
- Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
- Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment
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