Upvote
Downvote
Senior Wealth Management Officer
Share Job
- Suggest Revision
Full-time
- The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, creating and administering personal trusts, court-ordered guardianships, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents.
- Acts as an advocate for clients by facilitating all of their financial dealings throughout the Bank. Consults with attorneys in the process of preparing and drafting wills and other legal documents in which the Bank is to be named Executor, Trustee, Guardian, or the like to ensure that the terms, details, and conditions of such documents are acceptable to the Bank from a risk management perspective.
- This includes financial, retirement and estate planning issues and involves working in concert with the clients other advisors such as accountants and attorneys.
- Works closely with Chief Investment Officer, Investment Officers and Wealth Management Officers and clients to ensure that account assets are invested appropriately according to terms of their governing documents and the client’s objectives while taking into consideration tax implications and risk tolerance levels.
- Must have knowledge of trustee responsibilities relative to investing trust assets, specific securities laws, OCC Regulation 9 and relevant ethical issues.
Active Job
Updated TodaySimilar Job
Relevance
Active