2018-01-21

Senior Private Client Relationship Manager
Job Opportunity at BancSearch

Posted on Jan 21

http://www.bancsearch.com    +1 (918) 496-9477

Location: Indianapolis, IN
Job Type: Full Time
Job ID: W4148823

Our client located in Northwest IN is  a successful, well respected, multi-state institution.  Consistently voted "Best Employer", they seek to hire a Senior Private Client Relationship Manager.   This position is in Northwest IN.  

As Senior Private Client Relationship Manager you will act as the relationship manager to high net worth clients. You will work with the more complex investments, trust, and agency accounts.   You will administer trust (fiduciary) accounts.  Looking at the bigger picture, you will continue to build on existing relationship i.e. new business.   

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

Duties:   
As Senior Private Client Relationship, you will: 
  • Act as the relationship manager for larger, more complex trust (fiduciary), investment, and agency accounts
  • Review investments, trusts and estate plans and make recommendations for financial / estate planning needs of high net worth clients
  • Work with client’s attorneys to better serve their trust/estate planning needs

Qualifications: 
  • In-depth knowledge of fiduciary, investment and financial planning
  • Experience working with high net worth clients
  • Experience administering trust accounts
  • Successful sales experience
  • Bachelor’s degree required; JD, CPA or CFA preferred

Compensation:  Base salary $110,000 to $125,000 plus incentive on new business.

Keywords:  Trust, Wealth Management, 

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