Senior Trust & Wealth Relationship Manager
associated banccorpSouth Milwaukee, WI
Senior Trust & Wealth Relationship Manager
associated banccorpSouth Milwaukee, WISenior L5
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
APPLY NOWAssociated Bank seeks a Senior Sales Relationship Manager - Personal Trust to grow high-net-worth client relationships with sophisticated fiduciary solutions. You will deliver wealth planning, manage trust and fiduciary accounts, and coordinate cross-referrals to broaden client outcomes.
Leverage your experience in trust, investment agency, or fiduciary sales to expand the bank's fiduciary services while coordinating with partners and staying compliant with regulatory developments.
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Level
Senior L5
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago