Personal Trust Relationship Manager

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Serve as a trusted advisor to high net worth clients, managing complex trust and investment relationships while driving asset growth and retention. This role blends client relationship management, business development, and fiduciary expertise. You’ll have the opportunity to expand your network, deepen client relationships, and deliver comprehensive wealth solutions. Key Accountabilities: Manage and grow a portfolio of personal trust and investment agency accounts, ensuring high-quality client service and retention. Drive new business development through referrals, centers of influence, and proactive prospecting. Advise clients on estate planning, retirement, investment management, and wealth...