Relationship Manager / Trust Advisor - Seattle, Washington United States - 34502



JOB DESCRIPTION

Job #: 34502
Title: Relationship Manager / Trust Advisor
Job Location: Seattle, Washington - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above average benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


The Firm:

Has an excellent office atmosphere and team; strong commitment to client service and fostering an environment for personal and professional career growth.

Compensation ranges from upper 100's to mid-200’s package, depending on level and experience

JOB DESCRIPTION

Established multi-family office seeks Relationship Manager with strong trust background to act as key member of leadership team and work directly with HNW clients regarding all fiduciary and wealth management issues.

The Position:

*   Work closely with existing client base of families and HNW individuals (20-200mm+)

*     Help to grow awareness of the Firm’s delivery model on the West Coast, and expand client base via client referrals and developing strong network of COI's

*     Act as key member of team reporting directly to senior leadership

*   Maintain extensive contact with clients regarding trust, investment, wealth management, and philanthropic matters

*   Review documents, provide administration of trust accounts and liaise with outside client counsel and family office representatives

*   Coordinate with internal subject matter experts regarding investments and other wealth management areas in addition to working closely with clients' outside advisors

 

QUALIFICATIONS

Requirements:

*   8+ years trust background, strong client service experience and track record of developing new business

*   Advanced degree and/or CTFA preferred

Education:
University - Bachelor's Degree/3-4 Year Degree

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