Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Years of Experience
Date Last Verified
Personal Trust Relationship Mgr 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. Provides expert advice and counsel in the area of personal trust products and services. Provides high level customer service to customers, attorneys, accountants, advisors, related parties and beneficiaries relating to these accounts. Administers accounts in a manner that ensures compliance with legal and regulatory requirements and business line policies and procedures. 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. Should have 5+ years of wealth management experience in the financial services industry. Preferred Skills/Experience: Advanced degree (JD preferred); CTFA; Strong personal trust and relationship management skills; In-depth knowledge of fiduciary services; In-depth knowledge of trust laws and regulations; Thorough knowledge of Wealth Management products and services; Thorough knowledge of personal trust products and services (including trust tax); Positive presence through peer networking and community service; Well-developed analytical and problem-solving skills; Ability to make critical decisions independently; Excellent presentation, verbal and written communication skills; Strong people management skills.
Company infoHiring Coordinator