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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - Banking
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 10 yrs required
Personal Trust Manager The candidate will be responsible for the efficient administration of a current book of trust accounts for an affluent or high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Provide expert advice and counsel in the area of personal trust products and services. Provide high level customer service to customers, attorneys, and beneficiaries relating to these accounts. Administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management. A Bachelor's degree or equivalent work experience is required. A JD and/or LLM or MS in Taxation preferred. 10+ years of wealth management experience in the financial services industry required. Strong personal trust and relationship management skills and In-depth knowledge of fiduciary services required. Advanced knowledge of Wealth Management products and services and considerable knowledge of personal trust products and services required. Excellent presentation, verbal and written communication skills preferred.
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