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 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. Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
3. Understand and provide interpretation as related to complex fiduciary documents and strategies
4. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
5. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
6. 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 to address issues and concerns, escalation when necessary.
7. Identify and develop a book of business with primary focus in the $10mm - $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. 7 + 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. JD, MBA, CPA, CFP
2. 10+ years of fiduciary experience with a focus on business development and relationship management
The annual base salary for this position is $140,000 - $160,000
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.
Trust Advisor II • Virginia Beach, VA, United States
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