Personal Trust Officer
This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.
|Status:||Inactive / Filled|
|Title:||Personal Trust Officer|
|Job Location:||Sarasota, FL|
|Base Compensation:||$70,000 — $125,000|
|Total Compensation:||$105,000 — $155,000|
|Is Employer Willing to Relocate?:||No|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Wealth Management - Asset & Investment; Wealth Management - Personal Trust; Wealth Management - Private Banking|
WHY IS THIS A GREAT OPPORTUNITY?
An established Trust Service provider who happens to be one of the best capitalized financial services providers in the country. No product of the day widget selling, simply traditional Trust services!
JOB DESCRIPTIONOversee personal trust relationships and create new prospect relationships through external business development and cultivating internal bank referrals. • Tasked with the daily administration and management of assigned personal trust accounts. • Prepare and organize internal reports related to administrative and investment reviews, among others. Frequently present this information to bank leadership. • Take part in business development activities, including the solicitation and acquisition of new fiduciary business relationships. Proactive business development and marketing activities to include participation in professional organizations and civic entities. • Travel within local market area to meet with clients and prospect for new clients. • Make effective presentations. • Correspond, communicate, and meet with clients. • Interact daily with clients and COIs. • Establish relationships with fellow employees to maximize business development potential. • Cultivate and maintain strong client relationships. • Supervise Executive Assistant and additional support staff
• Active CFTA certification preferred • MBA Preferred • Bachelor’s degree in business, finance, or accounting or equivalent combination of work experience and education • Minimum seven (7) years experience as a Personal Trust Officer or Trust Administrator
Traditional bank Trust Officer experience.
Total Years of Experience: