Primary point of contact and lead relationship manager and fiduciary advisor for our high net worth clients. Responsible for developing comprehensive, integrated wealth plans and strategies for clients including families of high net worth individuals, foundations, endowments and planned giving programs. Assesses needs for wealth transfer and accumulation; retirement, succession and charitable planning. Understands and administers complex fiduciary accounts in accordance with the terms of their governing documents. Understands and completes job responsibilities in accordance with federal and state regulations.
Financial Planning 45%
Business Development 30%
Additional Duties and Responsibilities 10%
Work Relationships and Scope:
Works regularly with clients and co-workers. Regular contact with vendors, community centers of influence, professional affiliations, and non-profit volunteers. Works regularly with highly confidential business and client information. Occasionally participates in bank and community events.
Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; strong attention to detail; highly organized; knowledgeable on bank products and services; keeps Bank and
client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time. Understands Bank policies and procedures and applicable state and federal regulations; remains current in field and utilizes that information where practical; participates in training and appropriate professional development. Demonstrates professionalism, commitment to the job, and loyalty to the bank.
Knowledge, Skills and Abilities:
A four-year degree in accounting, finance, business or equivalent is required; advanced degree and/or CPA, CFP, CTFA, or other similar professional designation desirable. Seven years of investments, financial planning, trust experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills; strong business development, relationship management and networking skills; ability to maintain the integrity of highly confidential client and Bank information. Must possess computer functioning and typing skills, strong mathematical skills up to and including statistical analysis; legible handwriting; cross-selling skills. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of activity; highly effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by the bank strategic plan.