Family Wealth Senior Fiduciary Advisor
KeyBank(1 month ago)
About this role
Senior Fiduciary Advisor responsible for delivering fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients and their beneficiaries. Acts as a senior member of the Family Wealth relationship management team, serving as a trusted advisor and internal thought leader to drive compliance, innovation, and a premier client experience. The role focuses on stewardship of complex fiduciary relationships, onboarding UHNW clients, and influencing service and product strategies across wealth disciplines.
Required Skills
- Fiduciary Advisory
- Estate Planning
- Trust Administration
- Wealth Planning
- Client Relations
- Compliance
- Tax Knowledge
- Risk Management
- Multigenerational Planning
- Estate Settlement
+3 more
Qualifications
- Bachelor's Degree
- Juris Doctor (JD)
- Equivalent Experience
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Regional Wealth Advisor
Northern Trust(2 months ago)
Senior Relationship/Trust Advisor, Wealth Management
Northern Trust(1 month ago)
Senior Relationship Advisor II, Wealth Management
Northern Trust(1 month ago)
Wealth Planning Consultant
BMO US(1 month ago)
Senior Wealth Advisor
MANUFACTURERS AND TRADERS TRUST COMPANY(7 months ago)
Trust Advisor
Northern Trust(4 months ago)