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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Trusts and Estates
Min 5 yrs required
Senior Trust Officer The candidate will partner with Private Client Advisers in closing new business and will provide high level advisory consultation to clients; Must have fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification); Must have 5+ years of trust administration and estate planning experience; Must have technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning; Must have initiative/proactive approach to problem solving; must be creative though prudent approach to providing solutions within Bank’s risk/reward profile; Must have ability / drive to “ask for the order” to close sales; must be good people/partner communication skills / team player; Must have knowledge of policies, procedures, regulatory requirements; Must have high level of savvy and sophistication re: high net worth clients’ concerns / issues; Must have ability to communicate and connect with high net worth clients.
Job number: 19017679
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