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Personal Trust Officer
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: South Bend, IN
JOB DESCRIPTION

Job #: 14596
Title: Personal Trust Officer
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" seeks to hire a Trust Officer / Relationship Manager. This position is in Northern IN. 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 Trust Officer / Client Relationship, 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

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

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


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