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In-House
Attorney
Trusts and Estates
Min 10 yrs required
IMD, PWM, Trust Services, West Coast Marketing Officer – Vice President Responsibilities and qualifications: Represent the GSTC on the West Coast; Work closely with PWM professionals from the Los Angeles, San Francisco and Seattle offices on GSTC business solicitation and development. Coordinate client management with the PWA (the primary relationship manager); Interpret and understand trust and related documents, using senior staff, internal and external counsel as necessary; Attend client meetings and conference calls; Participate in internal and external marketing efforts; Interact with client attorneys and advisors.
Qualification and Experience
The candidate should have College degree required, JD degree preferred. Should have 10+ years of experience at a well-known trust company. Comprehensive knowledge of personal trusts. Extensive marketing and client relationship management experience. Broad experience with tax and estate planning strategies. Entrepreneurial and highly motivated. Familiarity with the private client investment process. Entrepreneurial and highly motivated. Strong team orientation. Ability to work in a fast-paced environment and think clearly under pressure. Self-motivated and able to work in an autonomous, yet collaborative environment. Strong verbal and written communication skills, as well as strong organizational and interpersonal skills. Commitment to excellence and a high level of integrity.
Job ID : 2018-47783
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