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Sr. Trust Advisor, Global Family Office (GFO)
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Full-time
- Job Title: Senior Trust Advisor, Global Family Office (GFO)
- The Sr. Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
- In discretionary investment management situations, they work closely with the Portfolio Manager (PM) and, in investment delegation situations, with the external investment advisors on portfolio design asset allocation and implementation.
- Lead Relationship Manager: Responsible for the overall relationship of fiduciary ultra-high net worth clients.
- Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school
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