PThis job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assistingclients with wealth planning needs, and managing risk. /ppbResponsibilities : /b /pulliProvides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews /liliSupports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance /liliEngages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience /liliEnsures compliance with regulatory and legal requirements related to client accounts and portfolios /liliIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects /liliTechnical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning /liliInitiative / proactive approach to problem solving /liliCreative though prudent approach to providing solutions within Bank’s risk / reward profile /liliAbility / drive to “ask for the order” to close sales /liliGood people / partner communication skills / team player /liliKnowledge of policies, procedures, regulatory requirements /liliHigh level of savvy and sophistication re : high net worth clients’ concerns / issues /liliAbility to communicate and connect with high-net-worth clients /li /ulpbDesired Skills : /b /pulliBachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience /liliFiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred /li /ulpbSkills : /b /pulliBusiness Development /liliClient Management /liliWealth Planning /liliCustomer and Client Focus /liliClient Experience Branding /liliClient Solutions Advisory /liliProcess Management /liliDecision Making /liliPresentation Skills /liliProspecting /liliAttention to Detail /liliCritical Thinking /liliPlanning /li /ulpMinimum Education Requirement : High School Diploma / GED / Secondary School or equivalent /ppFor internal employees; participation in a work from home posture does not make you ineligible to post. /ppShift : /pp1st shift (United States of America) /ppJ-18808-Ljbffr /p #J-18808-Ljbffr