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. Develops new business by marketing new products and services to existing clients and by securing new clients.
ESSENTIAL DUTIES AND 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 to: Meet 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, evaluate 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
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required
