Senior Relationship Manager - Trust (Onsite)
Core
Selling investment services and trust solutions to high-net-worth individuals and families.
Role type
Senior relationship manager (trust & investment sales)
Builds
Trust accounts, investment management portfolios, and estate planning solutions for HNW clients
Domain
Wealth management / Trust services
Deliverable
client delivery
Required skills
HNW client sales, fiduciary product knowledge, estate planning, financial analysis, lead generation via centers of influence
Preferred skills
MBA, CFP, CFA
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint)
Responsibilities
Develop external leads through networking with attorneys, accountants, and community leaders; conduct financial reviews and propose solutions; deliver estate planning seminars; manage the sales process from inception to account opening.
Seniority
Senior, hands-on IC
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