Trust Sales Advisor

Job description

The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client relationships with Private Wealth’s ultra-high net worth Trust market segment . The PWTSA will grow and service an existing book of clients including many of PWM’s high-profile and more complex client relationships, in particular those requiring complex trust administration . This role will identify opportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our most highly-complex and high-value client’s Trust and Investment Management accounts. How you’ll spend your time: We’re excited to talk to you if... Bonus points if ... - You will s ource and develop high-net-worth client relationships through networking, referrals, and targeted outreach. - You will s teer administration of Client’s wealth and trust accounts by being trusted partner . - You will l ead high performance service delivery to clients by coordinating team delivering serv...