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Years of Experience
Date Last Verified
ProfilePersonal Trust Relationship Manager The candidate will responsible for fiduciary oversight and account administration of South Dakota situs trust accounts and for Ascent accounts for an ultra-high net worth client base where the bank is acting as trustee, executor, administrator, conservator, guardian, agent or custodian. Will provide expert advice and counsel in the area of personal trust products and services. Will provide high level customer service to customers, attorneys, accountants, advisors, related parties and beneficiaries relating to these accounts. Will administers accounts in a manner that ensures compliance with legal and regulatory requirements and business line policies and procedures. Will shares responsibility for improving services and ensuring the retention of client relationships.
Qualification and Experience
The candidate should have bachelor's degree with course work in Finance and Accounting. Must have Five or more years of wealth management experience in the financial services industry. Should have advanced degree (JD preferred),CTFA. Should have strong personal trust and relationship management skills. Should have in-depth knowledge of fiduciary services. Should have in-depth knowledge of trust laws and regulations. Should have thorough knowledge of Wealth Management products and services. Should have thorough knowledge of personal trust products and services (including trust tax). Should have positive presence through peer networking and community service. Must be well-developed analytical and problem-solving skills. Must have ability to make critical decisions independently. Should have excellent presentation, verbal and written communication skills. Should have strong people management skills.