Bank of America Senior Trust Officer-Wichita in Wichita, Kansas
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
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.
Credentials / Experience:
Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
Minimum of 5 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
Posting Date : 03/13/2019
Wichita, KS, BANK OF AMERICA FINANCIAL CENTER, 100 N BROADWAY ST,
- United States
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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