Wealth Management Trust Specialist - South Bend, Indiana United States - 21389

This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.

JOB DESCRIPTION

Job #: 21389
Title: Wealth Management Trust Specialist
Job Location: South Bend, Indiana - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive on new business
Employer Will Recruit From: Regional
Trust departments, trust companies
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Our client located in Northern IN is a successful, well respected, multi-state institution; consistently voted "Best Employer."  As Trust Officer / Relationship Manager you will act as the relationship manager to high net worth clients.  You will work with their investments, trusts and agency accounts.  You will administer trust (fiduciary) accounts and continue to build on existing relationship i.e. new business.  

This position in Northern IN is in a growing community recognized for their economic development efforts.  They offer arts, culture, centers of higher learning and area center for technology. 

 

JOB DESCRIPTION

As Wealth Management Trust Specialist, you will:

  • Act as the relationship manager on trust (fiduciary), investment, and agency accounts
  • Administer trust accounts
  • Review investments, trusts and estate plans and make recommendations to high net worth clients

QUALIFICATIONS

As Wealth Management Trust Specialist, you will have:

  • Knowledge of trust and investment accounts
  • Experience working with high net worth clients
  • Experience administering trust accounts
  • Successful sales experience
  • Bachelor’s degree required; CFP is a plus

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