Senior Trust Officer - Private Bank
On-site · Tampa, Florida, United States
Job Summary
Senior Trust Officer - Private Bank responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Oversees administration and business development of complex investment management and trust accounts, ensuring compliance with regulatory and legal requirements, and partnering with teams to drive risk-aware wealth strategies. Engages with clients to build and transfer wealth tailored to their goals, supports trust administration activities (reviewing instruments, discretionary matters, risk management), coordinates opening/closing accounts and money movement, and pursues new business opportunities while delivering a high-quality client experience.
Required Qualifications
- Minimum of five years of trust administration and estate planning experience
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Knowledge of 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
- Ability to communicate and connect with high-net-worth clients’ concerns/issues
- 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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