Senior Trust Advisor

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Senior Trust Advisor

The candidate will serve as Trust Advisor for clients with more than $5MM in investable assets . Work with Private Bank Team to identify fiduciary opportunities and solutions. Work with Private Bank Team to implement fiduciary strategies. Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients’ wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish. Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients. Advise 50- 75 households comprised of approximately 250- 300 accounts. On behalf of the firm as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM. Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust. Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for the firm to serve as Trustee, Successor Trustee, Executor or Personal Representative. Generate new fiduciary and Private Bank IM&T. Manage the due diligence process on all new fiduciary appointments. Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws). Develop subject matter expertise in fiduciary related areas. Bachelor’s degree is required. Graduate degree (JD,MBA) is preferred. Should have 10+ years of demonstrated fiduciary client service/sales. Professional designee (CTFA or similar) is required.

Additional Information

Job requisition ID: R35233

Company info

Fifth Third Bank
625 5th Avenue South
Naples
Florida
United States 34102
Website : https://www.53.com