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Manager Personal Wealth

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Location
IN
Salary
$100,000 - $125,000
Job Type
Direct Hire
Degree
Bachelor
Date
Apr 25, 2018
Job ID
2586929
Our client located in Northern IN is a successful, well respected, multi-state institution; consistently voted "Best Employer" they seek to hire a Manager Personal Wealth.    This position is in Northern IN.  As Manager of Personal Wealth  you will manage/mentor a group of wealth professionals working with high net worth clients.  These professionals work with investments, trusts and agency accounts.  Additionally, you will participate in community organizations.  This position is open due to growth.
 
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. 

Duties:
  • Manage the personal wealth area with eight professionals
  • Mentor personal wealth professionals
  • Relationship manager for more complex HNW clients.
  • Review investments, trusts and estate plans and make recommendations to high net worth clients
  • Oversee the growth of client base through penetration of existing accounts and by working with internal and external centers of influence.
Qualifications:
  • Must have knowledge of trust and investment accounts
  • Must have experience working with high net worth clients
  • Must have experience administering trust accounts
  • Must have management experience.
  • Must have proven sales experience
  • Bachelor’s degree required; Advanced degree and/or certifications are a plus
Compensation: Base Salary $100,000 to $125,000 plus bonus

Keywords:  Trust, Wealth Management