Trust Relationship Manager Senior

About the role

This role involves managing a portfolio of complex trusts, estate accounts, and sales efforts within a designated region, focusing on client retention and growth.

Responsibilities

• Develop new business by marketing products and services to existing clients and acquiring new clients
• Build long-term relationships
• Advise clients on trust and estate needs
• Conduct annual reviews
• Evaluate financial objectives
• Recommend strategies to optimize client outcomes while ensuring compliance and risk management
• Coordinate internal and external services
• Monitor profitability
• Support cross-selling initiatives
• Maintain regulatory compliance
• Perform assigned tasks to support client service and business growth

Qualifications

• Bachelor’s degree
• 6‑8 years of relevant experience

Skills

• Microsoft Office proficiency