Trust Officer / Relationship Manager

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Northern, IN
Job Type
Direct Hire
Feb 06, 2019
Job ID
Our client located in Northern IN, a successful, well respected, multi-state institution; consistently voted "Best Employer" seeks to hire a Trust Officer / Relationship Manager.    As Trust Officer / Relationship Manager you will act as the relationship manager to high net worth clients.  You will work with their investments, trusts and agency accounts.  You will administer trust (fiduciary) accounts and 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 area center for technology.  

As Trust Officer / Client Relationship, you will: 
•    Act as the relationship manager on trust (fiduciary), investment, and agency accounts
•    Administer trust accounts
•    Review investments, trusts and estate plans and make recommendations to high net worth clients

•    Knowledge of trust and investment accounts
•    Experience working with high net worth clients
•    Experience administering trust accounts
•    Successful sales experience
•    Bachelor’s degree required; CFP is a plus

Compensation:  Base salary plus incentive on new business.

Keywords:  Trust, Wealth Management