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Senior Trust Officer - San Francisco

San Francisco, California

Job Description:

Description:  The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Desired Credentials / Experience:

Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Initiative/proactive approach to problem solving
Creative though prudent approach to providing solutions within Bank’s risk/reward profile
Ability / drive to “ask for the order” to close sales
Good people/partner communication skills / team player
Knowledge of policies, procedures, regulatory requirements
High level of savvy and sophistication re: high net worth clients’ concerns / issues
Ability to communicate and connect with high net worth clients

Key Responsibilities

Partner with PCAs to drive business development / close new Trust business in prospecting activities
Proactively identify and harvest opportunities to deepen relationships within current client base
Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
Proactively identify and resolve client issues
Engage in high level trust administration; oversee all administration activities
Document interpretation
Oversee risk management activities
Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Description:  The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Desired Credentials / Experience:

Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Initiative/proactive approach to problem solving
Creative though prudent approach to providing solutions within Bank’s risk/reward profile
Ability / drive to “ask for the order” to close sales
Good people/partner communication skills / team player
Knowledge of policies, procedures, regulatory requirements
High level of savvy and sophistication re: high net worth clients’ concerns / issues
Ability to communicate and connect with high net worth clients

Key Responsibilities

Partner with PCAs to drive business development / close new Trust business in prospecting activities
Proactively identify and harvest opportunities to deepen relationships within current client base
Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
Proactively identify and resolve client issues
Engage in high level trust administration; oversee all administration activities
Document interpretation
Oversee risk management activities
Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21045186

Band: H4

Manages People: No

Travel: Yes, 15% of the time

Manager:

Talent Acquisition Contact:

Amber Jones

Referral Bonus:

2500

Street Address

Primary Location:
101 CALIFORNIA ST, CA, San Francisco, 94111