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Internal Trust Specialist The candidate will assist Financial Advisors in selling trust company services to existing and prospective clients which will require technical conversations with the clients, attorneys, and CPAs. Will educate financial advisors and business partners on wealth transfer techniques and fiduciary investment and administration requirements of trusts. Will advise financial advisors on suitability of investments for trusts considering applicable fiduciary investment rules. Will perform book reviews to identify clients who may be good candidates for trust company services. Will make proactive calls to the firms financial advisors to discuss indentified opportunities and strengthen relationships with the financial advisors. Will utilize appropriate software to track sales activities
Qualification and Experience
The candidate must have previous Trust and/or Managed Money experience wth proven Sales experience. Must possess strong interpersonal skills. Should have strong verbal and written communication skills. Must have ability to work under pressure, meet deadlines and clearly defined measurements. Must have bachelors degree.
Job number: 17056578
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