Job Description : Job Description Responsible for the fiduciary management of the client relationship within Private Wealth Management and is charged with retaining and growing the assets under management, providing financial solutions and mitigating the risk associated with fiduciary relationships. Expectations are that the client relationship will be expanded in terms of revenue and assets under management, that actions will be taken to strengthen client retention and that referrals will be made to other lines of business. Will bring in new clients through their networking with centers of influence and opportunities provided through community involvement. Is always in conformance with our company policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Is an active member of the Relationship Management team. Reports to a Fiduciary Services Manager or Team Leader. The main difference between this position and those in the Wealth Management Advisory Centers is the level of complexity of the accounts assigned. Generally, the accounts in the field are the more complex relationships which demand a higher level of experience and frequent face to face customer interaction either as a member of the Relationship Management Team, or in the day to day course of delivering service to meet the clients needs.
Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Qualifications Basic Requirements:
Superior foundation in trust/estate administration or related field typically obtained through 15+ years of fiduciary experience.
Technical knowledge and communication skills to advise clients and prospects on fiduciary needs and opportunities.
Understands and is conversant with all facets of Trust and Estate administration, document interpretation, and thoroughly familiar with the legal framework within which Trust and Estate accounts reside.
Comfortable and adept at working with complex and sophisticated tax and estate planning strategies with clients and their other advisors who may be demanding at times, indecisive at other times, etc.
Effective in face to face meetings and networking opportunities with High Net Worth families, individuals and COIs including other professional financial advisors including attorneys, accountants and financial planners as well as speaking to client groups, professional groups, etc. regarding a variety of technical estate planning and taxation-related topics.
Adept at communicating in an easily understood manner.
Bachelor degree in math, business, finance or related field.
Working towards or possesses an advanced degree or certification (e.g. JD, MBA, CPA, CTFA or CFP.
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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Internal Number: 6134091
About SunTrust Bank
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