Jobs


Trust Officer / Relationship Manger

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Location
Indianapolis, IN
Salary
$90,000 - $110,000
Job Type
Direct Hire
Degree
Bachelor
Date
Jan 04, 2018
Job ID
2553366
Our client located in Northwest IN is a successful, well respected, multi-state institution.  Consistently voted "Best Employer" they seek to hire a Trust Officer / Relationship Manager.    This position is in Northwest IN. 

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 Northwest 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:  
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
 
Qualifications:
  • 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 $90,000 to $110,000 plus incentive on new business.
 
Keywords:  Trust, Wealth Management,