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Bankers Trust · 5 months ago

Private Wealth & Fiduciary Services Advisor III or Senior-Omaha

Omaha, NE, US

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Bankers Trust is committed to meaningful work and community engagement, fostering an inclusive culture. The Private Wealth & Fiduciary Services Advisor is responsible for managing complex trust, estate, and investment accounts, while developing new client relationships and collaborating with professional advisors.

BankingFinancial ServicesWealth Management

Responsibilities

Provides relationship management and administration of complex and high net worth clients investment, fiduciary, and other assigned accounts including regular proactive client communication, sophisticated advice to clients and advisors, and includes daily account administration, in coordination with Private Wealth administrative support team

Works closely with the department team members to provide expertise, as needed and as assigned, to help service our clientele within our entire department, including financial planning, estate planning, regulatory and/or compliance related items

Participants in special projects or internal committees, as needed and as assigned

Develops new and expanded personal trust and other private client relationships

Develops and maintains professional relationships with referral network of trust and estate attorneys, CPAs, and financial advisors

Conducts joint calling with other Private Wealth Advisors, Private Banking Officers, BTC Capital Management Officers, and other Bank staff as required for discharge of responsibilities

Performs other duties as assigned

Qualification

Investment managementEstate planningTax planningFiduciary managementFinancial planningJDAdvanced degreeCFPCTFARelationship managementProactive communicationProfessional networking

Required

Four year college degree in finance or related field required

A minimum of eight years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment

Four year college degree in finance or related field required

A minimum of ten years of experience performing sophisticated investment management, tax, financial, and estate planning for high net worth individuals and families in the personal trust, family office or similar environment

Extensive knowledge of investment management and tax, estate planning concepts/techniques, and trust administration

Thorough knowledge of fiduciary management policies and principles

Strong knowledge of investment concepts

Preferred

JD or advanced degree in finance preferred

CFP, CTFA and equivalent fiduciary investment credentials are highly desirable

Four-year college degree in a related field preferred OR an equivalent combination of education and experience

JD or advanced degree in finance strongly preferred

CFP, CTFA, or equivalent fiduciary investment credentials are strongly preferred

Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Benefits

Group Health, Dental, and Vision Insurance

Generous Paid Time Off (PTO)

Volunteer Time Off (VTO)

401(k) plan with lucrative company match

Tuition assistance

Company Paid Life Insurance

Paid Parental Leave

Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

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