Senior Fiduciary Officer
Company: First Citizens Bank
Posted on: May 26, 2023
- This position collaborates with the relationship team to
provide fiduciary services to high net worth clients bringing a
high level of expertise with a focus on relationship expansion and
retention. Consults on estate and tax planning, wealth transfer,
and asset management needs. Implements and fulfills the provisions
of legal and estate planning documents. Collaborates with team to
identify planning and revenue opportunities driven by client goals,
needs, financial situations, and family dynamics. Demonstrates
discretion and effective judgement in managing complex and
sensitive relationships. Supports client service delivery and
operational management in all assigned relationships. Provides
mentoring and advice to fiduciary associates through a strong
knowledge of fiduciary norms. Responsibilities:
- Fiduciary Management - Administers complex personal trust
relationships. Consults with team and clients to develop
comprehensive, long-range fiduciary and estate plans. Ensure
accounts comply with legal and regulatory guidelines as well as
directives contained in Trust documents. Communicates clearly and
effectively with grantors, beneficiaries, relationship team and
other interested parties with respect to fiduciary decisions.
Manages risk inherent to fiduciary accounts.
- Relationship Management - Drives ongoing client service to
maintain strong relationships, expansion of High Net Worth services
and revenue opportunities.
- Collaboration - Partners with other associates on administering
client relationships, managing client communications, and service
responsiveness. Coordinates aspects of service across team to
ensure a satisfactory client experience.
- Sales - Promotes High Net Worth wealth offerings with existing
clients and collaborates with wealth partners to grow
relationships. Proactivley develop a center of influence and
professional network across the market. Qualifications:
Bachelor's Degree and 8 years of
experience in Trust Administration, Estate Planning, or Financial
Planning OR High School Diploma or GED and 12 years of experience
in Trust Administration, Estate Planning, or Financial Planning
License or Certification Type:
Certified Trust & Financial Advisor (CTFA) Preferred, Certified
Financial Planner (CFP) Preferred
Skill(s): High level of financial or
fiduciary and estate planning knowledge., Demonstrated leadership
and mentoring skills., High level of discovery and interpretation
skills., Demonstrated relationship management skills., Excellent
communication skills., Demonstrated teamwork skills.
Keywords: First Citizens Bank, Raleigh , Senior Fiduciary Officer, Other , Selma, North Carolina
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