Description
:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Responsibilities:
1. Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
2. Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
3. Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
4. Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
5. Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Required Qualifications:
6. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
7. Initiative/proactive approach to problem solving
8. Creative though prudent approach to providing solutions within Bank’s risk/reward profile
9. Ability / drive to “ask for the order” to close sales
10. Good people/partner communication skills / team player
11. Knowledge of policies, procedures, regulatory requirements
12. High level of savvy and sophistication re: high net worth clients’ concerns / issues
13. Ability to communicate and connect with high-net-worth clients
14. Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience
Desired Qualifications:
15. CPA, CFP and/or CFA designation.
16. A graduate degree such as MBA or JD preferred
17. The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Skills:
18. Business Development
19. Client Management
20. Customer and Client Focus
21. Risk Management
22. Wealth Planning
23. Client Experience Branding
24. Client Solutions Advisory
25. Decision Making
26. Presentation Skills
27. Process Management
28. Attention to Detail
29. Critical Thinking
30. Financial Analysis
31. Planning
32. Prospecting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40