Trust Relationship Manager Senior

Summary This role involves managing a portfolio of complex trusts and estate accounts, focusing on effective administration and client relationship development within a specified region. Key responsibilities include building and maintaining long-term client relationships, identifying prospects, and advising clients on trust and estate needs. It requires making product recommendations aligned with clients' risk tolerances and legal considerations, collaborating with other sales professionals to expand service offerings, and conducting annual reviews to ensure client retention and growth. Additional duties include coordinating internal and external services, monitoring profitability, cross-selling, and ensuring compliance with regulatory requirements. Qualifications include a bachelor’s degree and 6-8 years of relevant experience. Proficiency in Microsoft Office is required. There are no specific licensing or certification requirements for this position.