Investment,Trust & Estate BDO - San Francisco

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Job #: 15627
Status: Inactive / Filled
Title: Investment,Trust & Estate BDO - San Francisco
Job Location: San Francisco, CA
Base Compensation: $110,000 — $140,000
Total Compensation: $145,000 — $190,000
Benefits: excellent
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Personal Trust
Industries: Banking


Our client has an opportunity for a Senior Trust and Estate specialist to build a high performing client roster by initiating contact with client prospects and referral sources for the development of new business. Referral sources may include Retail Bank Centers, Corporate Banking connections, and professionals such as attorneys, accountants and other network contacts.


The day to day Trust work is handled by a top notch team out of corporate, so you're role is to bring in new clients. Looking for an entrepreneur who also enjoys educating internal partners. Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning. Attract new customers and retain existing customers by developing marketing plans and strategies. Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities.


- 10 years sales experience in personal trust, investment or financial products - 5 years experience developing and executing sales marketing plans - State life insurance license; or license is obtained within six months of placement into this position - SEC Series 7 and Series 66 Securities license; or licenses are obtained within nine months of placement into this position.


Total Years of Experience:

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