Trust Relationship Manager
Company: Central Bancompany
Location: Jefferson City
Posted on: September 13, 2022
Administration for Trusts, Estates, Individual Retirement
Accounts, and Investment Management Accounts.
Responsible for proactive client contact, facilitating client
reviews and participating in managing all of the administrative and
fiduciary functions of the accounts assigned. Management of trust
accounts in accordance to trust documents, applicable legal
requirements and company compliance guidelines.
Work with clients to develop and deepen the relationship; gaining
their trust as well as that of their family to foster longevity of
the family relationships with the Company.
Manage accounts that may have a level of complexity including
unusual assets, unique family dynamics and ever-changing needs of
trust beneficiaries and clients. Initiate Wealth Management
concepts and estate planning issues to clients: gift, estate and
other tax and financial concerns of the client while working with
outside team of professionals such as attorneys, CPA, life
insurance advisor, etc.
Maintain a collaborative team work environment with affiliate Bank
referral sources as well as external professionals to appropriately
satisfy the special needs of Wealth Management clients and to
communicate the benefits of trust services to clients.
Knowledge of estate planning, estate tax and estate
Bachelor's degree in business related field; advanced degree such
as CPA, CFP, JD, CTFA or comparable designation preferred
Applicable knowledge in personal income tax/fiduciary income tax a
Minimum 5 years of Financial/Wealth Management experience
Strong customer relations skills with an ability to work with
employees and clients in a cooperative manner
Team oriented with a positive attitude
Excellent communications skills with a professional and
compassionate delivery style
Professional in appearance and exhibit professional maturity
Ability to work independently
Keywords: Central Bancompany, Jefferson City , Trust Relationship Manager, Executive , Jefferson City, Missouri
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