Senior Trust Advisor, Private Wealth Management (Orlando, FL)
Job Description : Job Description
Administers approximately 350 Private Wealth Management Trust accounts with average book of business of $3.5mm in revenue and a market value of $450mm. Most experienced Fiduciary Professional Administering the most complex Private Wealth Management Trust accounts. Provide guidance to less experienced Advisors and others with complex Trust questions or issues. Qualifications Minimum Requirements:
15+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
Experience working with investment products.
Strong knowledge of estate planning, fiduciary and tax laws.
Strong analytical skills including legal document interpretation skills.
Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products.
Very knowledgeable of banking and trust systems.
Strong client service skills with the ability to retain, develop and expand client relationships.
Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners. Preferred Requirements:
15+ of STI Trust Administration experience
Undergraduate degree in Fiduciary Administration
Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.
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