Family Wealth Sr. Fiduciary Advisor
KeyBank(1 month ago)
About this role
The Sr. Fiduciary Advisor at KeyBank is responsible for providing comprehensive advisory services to Ultra High Net Worth clients, ensuring fiduciary responsibilities are met while delivering a sophisticated client experience. This role involves collaboration with the Family Wealth management team to attract and deepen client relationships, addressing their complex estate and financial planning needs.
Required Skills
- Client Advisory
- Estate Planning
- Investment Management
- Fiduciary Responsibilities
- Relationship Management
Qualifications
- JD
- CPA
- CFP
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!
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