Trust Relationship Manager

Location : On site at location listed in job posting.

Summary :

Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients.

Responsibilities

Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.

Contacts prospects to generate appointment activity within assigned geographic area.

Meets with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.

Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.

Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.

Conducts annual reviews, evaluates changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client’s relationship.

Facilitates internal and external service coordination to resolve issues and respond to client requests.

Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.

Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).

Performs all other duties as assigned.

Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.

Qualifications
Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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