Relationship Manager-Wealth Management Officer

Principal Duties and Responsibilities

• Serving as the primary relationship manager and account administrator for personal trusts, estates, guardianships, and agency accounts, including complex and high-value client relationships
• Administering accounts in accordance with trust documents, state statutes, regulatory requirements, and client objectives, including asset valuation, investment objectives, liquidity needs, and fee and income accuracy
• With the support of the Investment Team, directing investment activity for assigned trust and wealth management accounts, including the purchase and sale of investment securities
• Growing the portfolio of clients and assets under management through intentional prospecting efforts
• Oversight of bill payments, income distributions, and discretionary distribution requests in an accurate and timely manner
• Communicating proactively with clients and collaborating with internal and external professionals to address complex or sensitive account matters
• Identifying opportunities to expand client relationships through referrals and cross-selling of additional bank products and services

Qualifications and Requirements

• Bachelor's degree in Business, Finance, or a related field, or equivalent work experience, preferred
• Minimum of five years of progressively responsible experience in trust administration, wealth management, or a related financial services role
• Strong knowledge of fiduciary principles, investments, and trust accounting
• Excellent written and verbal communication skills with a strong customer service orientation
• Ability to exercise sound judgment, maintain confidentiality, and manage sensitive client situations with professionalism
• CTFA, AAMS®, and/or CFP® designation preferred or willingness to obtain
• Proficiency with Windows-based and financial software applications

Pay

Competitive compensation and benefits package

Schedule

Full-time position

Benefits

Opportunity to grow career within a stable, relationship-focused community banking environment