Trust Relationship Manager

Job description

Location : On site at location listed in job posting. Summary : Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients. Job Description: - Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients. - Contacts prospects to generate appointment activity within assigned geographic area to: - Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts. - Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types. - Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships. - Conduc...