Job 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 include providing 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; supporting investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance; engaging with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience; ensuring compliance with regulatory and legal requirements related to client accounts and portfolios; identifying and developing new business opportunities by pursuing new or expanded relationships with existing clients and prospects. Key attributes include technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning; initiative and proactive problem solving; creative yet prudent solutions within Bank’s risk/reward profile; ability to close sales; good communication and teamwork skills; knowledge of policies, procedures, and regulatory requirements; sophistication regarding high net worth clients’ concerns; and ability to communicate and connect with high-net-worth clients. Required qualifications include fiduciary professional certification or work to obtain it, minimum 8 years of relevant experience, and the skills and attributes listed above. Desired skills include a Bachelor’s Degree or equivalent business experience. Skills include risk management, business development, client management, wealth planning, customer and client focus, client experience branding, client solutions advisory, process management, decision making, presentation skills, prospecting, financial analysis, attention to detail, critical thinking, and planning.

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