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SunTrust Banks Center of Excellence Advisor, Private Wealth Management (Richmond, VA) in Richmond, Virginia

Req ID: W465903

Job Description Successfully onboard fiduciary accounts, including overseeing new account paperwork production and acceptance. The teammate will be responsible for all facets of new account setup. Teammate may also assist with account closings and complicated account maintenance matters. Strong fiduciary experience is a requirement. The ability to comprehensively review and understand complicated estate planning documents is a requisite. . Provide guidance to less experienced Advisors and others with complex Trust questions or issues. Minimum Requirements: 5+ years’ experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Experience working with investment products. Strong knowledge of estate planning, fiduciary and tax laws. Strong analytical skills including legal document interpretation skills. Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products. Very knowledgeable of banking and trust systems. Intermediate or advanced PC skills including standard Microsoft Office products and database applications. Demonstrated organization skills and ability to prioritize work in a fast-paced environment. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners. Preferred Requirements: 10+ of STI Trust Administration experience Undergraduate degree in Fiduciary Administration Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA). Qualifications Basic Qualifications: 5+ years’ experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Experience working with investment products. Strong knowledge of estate planning, fiduciary and tax laws. Strong analytical skills including legal document interpretation skills. Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products. Very knowledgeable of banking and trust systems. Intermediate or advanced PC skills including standard Microsoft Office products and database applications. Demonstrated organization skills and ability to prioritize work in a fast-paced environment. Excellent verbal and written communication skills. Able to communicate complex information clearly to clients and internal partners. Preferred Qualifications: 5+ years of SunTrust Banks, Inc., (STI) Trust Administration experience. Undergraduate degree in fiduciary administration. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).

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.

To review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeocselfprintposter.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA_508c.pdf

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