Trust Officer

The Fiduciary Wealth Advisor will be responsible for managing a portfolio of clients and serving as a relationship manager. This role requires a deep understanding of sophisticated wealth management practices and investment strategies, and the ability to maintain client relationships, prepare proposals, and drive referrals. This position is entrepreneurial in nature with a focus on client satisfaction and fiscal discipline.

Requirements

• Responsible for team initiatives, including participation in joint prospect and client meetings.
• Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis.
• Actively seek and develop leads and referrals from current clients and outside contacts.
• Cultivate a network through social contacts and community participation.
• Prepare and present sales materials to prospective clients.
• Implement financial products and services offered through the Wealth Management platform
• Maintain the internal contact management database
• Prepare accounts to ensure proper investment allocation

Benefits

• Competitive salary
• Comprehensive benefits package