Position Details
About this role
This role involves leading trust and estate advisory services for high net worth clients, managing fiduciary relationships, and guiding multi-generational planning strategies.
Key Responsibilities
- Lead trust and estate planning
- Engage with top clients
- Mitigate fiduciary risks
- Lead advisory teams
- Develop multi-generational strategies
Technical Overview
Focuses on estate and trust management, fiduciary advisory, and strategic financial planning for affluent clients, with leadership in advisory teams.
Ideal Candidate
The ideal candidate is a senior-level estate and trust professional with 15+ years of experience in estate planning, fiduciary advisory, and multi-generational strategies, with strong leadership and client management skills.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Less than 15 years estate/multi-generational experience, No CPA or JD license, Lack of leadership experience, No experience with fiduciary or trust advisory
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