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Senior Trust Officer Relationship Manager

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Location
IN
Salary
$90,000 - $115,000
Job Type
Direct Hire
Degree
Bachelor
Date
Apr 25, 2018
Job ID
2553357
Our client located in Northern IN is  a successful, well respected, multi-state institution.  Consistently voted "Best Employer", they seek to hire a Senior Trust Officer Relationship Manager.   This position is in Northern IN.  

As Senior Private Client Relationship Manager you will act as the relationship manager to high net worth clients. You will work with the more complex investments, trust, and agency accounts.   You will administer trust (fiduciary) accounts.  Looking at the bigger picture, you will continue to build on existing relationship i.e. new business.   

This position in Northern IN is in a growing community recognized for their economic development efforts.  They offer arts, culture, centers of higher learning and are an area center for technology.  

Duties:   
As Senior Trust Officer, Relationship Manager, you will: 
  • Act as the relationship manager for larger, more complex trust (fiduciary), investment, and agency accounts
  • Administer trust accounts
  • Review investments, trusts and estate plans and make recommendations for financial / estate planning needs of high net worth clients
  • Grow client base through penetration of existing accounts and by working with internal and external centers of influence.
  • Work with client’s attorneys to better serve their trust/estate planning needs

Qualifications: 
  • In-depth knowledge of fiduciary, investment and financial planning
  • Experience working with high net worth clients ($500,000 or more investable assets.\)
  • Experience administering trust accounts
  • Successful sales experience
  • Bachelor’s degree required; JD, CPA or CFA preferred

Compensation:  Base salary $90,000 to $115,000 plus incentive on new business.

Keywords:  Trust, Wealth Management