Institutional Trust Senior Relationship Manager
Core
Oversee administration of assigned client relationships, deliver high-quality products/services, and ensure profitability.
Role type
Senior IC relationship manager (institutional trust)
Builds
Client relationships and trust accounts
Domain
Banking / Institutional Trust
Deliverable
client delivery
Required skills
client relationship management, business development, cross-selling, RFP preparation, client presentations, account documentation review, trust account coding, fee invoicing and collection, regulatory compliance, risk management
Preferred skills
handling complex or politically sensitive client relationships, new business presentations, special project participation
Technologies
Trust Accounting System
Responsibilities
Review client business scenarios to identify new business and cross-selling opportunities; conduct new business presentations to clients and prospects; interact with Unit Managers to schedule and conduct client calls and annual reviews; handle challenging client relationships; work with internal colleagues to ensure timely and accurate account processing; oversee new account opening processes and document verification; monitor management and exception reports; ensure accurate fee invoicing and collection; refer clients to other departments for specific needs; participate in special projects to improve efficiencies.