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Trust Officer / Relationship Manger
Job Opportunity at
Posted on Dec 22
+1 (918) 496-9477
located in Northwest IN
is a successful, well respected, multi-state institution. Consistently voted "Best Employer" they seek to hire a Trust Officer / Relationship Manager.
This position is in Northwest 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.
in Northwest 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.
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
Knowledge of trust and investment accounts
Experience working with high net worth clients
Experience administering trust accounts
Successful sales experience
Bachelor’s degree required; CFP is a plus
Base salary $90,000 to $110,000 plus incentive on new business.
Trust, Wealth Management,
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