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Trust Relationship Manager

NPAworldwide Recruitment Network

Last Updated: 9/26/22

Job Description

Job description:

As Trust Relationship Manager, your duties will include:

  • Client service and outreach are number one.
  • Administer various accounts, i.e., estates, investment management, special needs, and foundations.
  • New business as part of a team.
  • Initially administering a smaller number of accounts which will grow over time.
  • Work with unique assets, i.e., real estate, etc.
  • Proactively mitigate risk.
  • Supervise and mentor an assistant.
Qualifications:

As Trust Relationship Manager, youwill have:

  • A team-orientation
  • Previous experience presenting to boards
  • Experience administering various accounts, i.e., estates, investment management, special needs, and estate planning.
  • Be able to write complex communications.
  • Confidence when communicating with clients and experience building rapport
  • Experience explaining investment performance and asset allocation.
  • Experience working with very knowledgeable high net worth individuals
Why is This a Great Opportunity:

Our client, consistently named one of the Best Performing Community Banks in the U.S. with a Bauer five-star rating, seeks to hire a Trust & Estate Officer. If you want to work with a variety of accounts,personal trust with some foundations & endowments, this is the position for you. The bank and its wealth departmentare very stable. There is an opportunity for someone to grow into a senior position.

El Paso offers a beautiful landscape, a multi-cultural community, top-notch dining, excellent outdoor recreation, and one of the lowest cost of living areas in the U.S.



Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...