Trust Officer, Wealth Management
NPAworldwideAbilene, TX, Texas, USAjob_description.job_card.30_days_ago
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job_description.job_card.job_description4+ years of trust or fiduciary experience Strong ability to build rapport with clients, colleagues, and professional partners Excellent communication skills, with the ability to explain investment strategies to both clients and coworkers New business development skills to help grow and expand your book of business. Bachelors degree in accounting or finance is required
If you possess expertise in fiduciary services and have a passion for helping clients achieve their financial goals, this could be the perfect next step in your career.
- Focus on customer satisfaction by building strong relationships with beneficiaries and clients.
- Meet with beneficiaries to understand investment objectives and risk tolerance
- Inherit a book of business and grow it through strategic relationship management.
- Collaborate with attorneys and CPAs to ensure clients’ financial well-being.
- Promote wealth management by engaging with community and professional organizations, acting as a trusted resource.
- Partner with other bank employees to identify and develop new business opportunities in wealth management.
- Collaborate with a support team to ensure seamless client service and effective account management.
Fiduciary Management,Customer Relationship Management (CRM),New Business Generation
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Trust Officer • Abilene, TX, Texas, USA