MAJOR DUTIES
Develop new clients by building relationships with internal bank officers, Centers of Influence (CIOs) in the community (CPAs, Attorneys, Businesses), and current relationships. Meet with beneficiaries to determine investment objectives and risk tolerance.Manage around 150 to 200 personal trust and IA accounts; the median account size is $1.5MM. The focus is on customer satisfaction.Collaborate with the client’s attorneys and CPA’sPromote FFTAM by participating in community and professional organizations.Participate in community and professional organizations to attract new business to the wealth management department. Act as a knowledge resource in the communityFiduciary Management,Fiduciary,Fiduciary Services
Must have new business skillsMust have 4 – 5 years of trust or fiduciary experienceAbility to build rapportAbility to explain investments to co-workers and ...