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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in fiduciary advice and solutions for high net worth clients, with a strong focus on business development and relationship management. Proficient in interpreting complex fiduciary documents and providing comprehensive financial and non-financial solutions.
Highest-signal resume keywords
Fiduciary ExperienceBusiness DevelopmentRelationship ManagementEstate PlanningTrust Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fiduciary AdviceFinancial SolutionsAnalytical AbilityDetail OrientationClient MeetingsTaxationAccount Administration
Soft Skills
Effective CommunicationProblem Solving
Tools & Technologies
Microsoft SuiteProprietary Bank Platforms
Certifications & Qualifications
LL.M in TaxationMasters of TaxationCPWACIMAJDMBACFP
Industry Keywords
High Net Worth ClientsUltra-High Net Worth FamiliesFamily GovernanceCharitable PlanningRisk Solutions
About the role
Key responsibilities & impact- Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients
- Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from internal and external sources
- Engage with the Wealth Advisor and Investment Manager to provide advice and solutions aligned with client or prospect goals and objectives
- Proactively engage with clients on non-investment and banking aspects, including estate planning, estate administration, charitable and philanthropic planning, risk solutions, and family governance solutions
- Advise and deliver financial and non-financial solutions to ultra-high net worth families
- Interpret complex fiduciary documents and strategies
- Conduct client and prospect meetings and provide advice regarding trust and state administration, discretionary actions, modification or termination, and taxation
- Obtain client information and partner with internal teams to complete account administration tasks
- Adhere to Truist Bank and Truist Wealth policies and procedures
- Work independently and escalate issues and concerns when necessary
- Identify and develop a book of business focused on relationships with AUM greater than $25MM
Requirements
What you’ll need- 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 verbal and written communication skills
- 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
- English language fluency required
- Preferred: LL.M in Taxation, Masters of Taxation, CPWA, CIMA
- Preferred: Advanced degree or designations such as JD, MBA, or CFP
- Preferred: 15+ years of fiduciary experience with a focus on business development and relationship management
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)