Relationship Manager

Job Duties

• Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts
• Manage all of the administrative and fiduciary functions of the accounts assigned.
• Manage all accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines.
• Bring wealth management ideas to clients concerning estate planning issues: gift, estate, and other tax and financial concerns of the client.
• Work with clients to develop and deepen the relationship: gaining their respect as well as that of their family to foster longevity of the family relationships with the Company.
• Manage accounts with sometimes complex situations including usual assets, unique family dynamics and every changing needs of trust beneficiaries and clients.
• Manage the assigned account’s relationship contact requirements for the team by initiating team communication for proactive client contact.
• Maintain a collaborative teamwork 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.