Central Bank
Overview
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Relationship Manager
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Central Bank . Job Description
Central Trust Company provides world-class “fee-only” wealth management solutions, including investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years. Job Summary
The Relationship Manager will be able to effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts, in accordance with trust documents, applicable law, and Company policies and procedures. The Relationship Manager will provide legendary service to wealth management clients, including guidance on financial planning concepts, estate planning issues, and gift, estate and income tax issues, while working with, and often leading, an outside team of professionals such as attorneys, CPAs, life insurance advisors, etc. Responsibilities
Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts. Manage all administrative and fiduciary functions of the assigned accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines. Suggest wealth management ideas to clients concerning estate planning issues, including gift, estate, and other tax and financial concerns. Develop and deepen client relationships to foster longevity of family relationships with the Company. Handle accounts with complex situations, including usual assets, unique family dynamics, and changing needs of trust beneficiaries and clients. Coordinate the relationship contact requirements for the team by initiating proactive client communication. Maintain a collaborative environment with affiliate Bank referral sources and external professionals to satisfy the needs of wealth management clients and communicate the benefits of trust services. Requirements
Bachelor’s Degree in finance, business, accounting or related field. Minimum five (5) years of experience in fiduciary administration, estate planning or related wealth management field. Knowledge of trust and estate administration, including multigenerational trusts. Thorough working knowledge of fiduciary laws and regulations. Ability to analyze and interpret legal instruments and apply sound fiduciary judgment in trust matters. Detail-oriented with strong problem-solving and collaborative skills. Excellent written, verbal, and interpersonal communication skills. Preferred Qualifications
Advanced degree or certification (JD, LLM, CPA, CTFA). 10 or more years of experience in fiduciary administration, estate planning, or related wealth management field. Job Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Sales and Business Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Join to apply for the
Relationship Manager
role at
Central Bank . Job Description
Central Trust Company provides world-class “fee-only” wealth management solutions, including investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years. Job Summary
The Relationship Manager will be able to effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts, in accordance with trust documents, applicable law, and Company policies and procedures. The Relationship Manager will provide legendary service to wealth management clients, including guidance on financial planning concepts, estate planning issues, and gift, estate and income tax issues, while working with, and often leading, an outside team of professionals such as attorneys, CPAs, life insurance advisors, etc. Responsibilities
Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts. Manage all administrative and fiduciary functions of the assigned accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines. Suggest wealth management ideas to clients concerning estate planning issues, including gift, estate, and other tax and financial concerns. Develop and deepen client relationships to foster longevity of family relationships with the Company. Handle accounts with complex situations, including usual assets, unique family dynamics, and changing needs of trust beneficiaries and clients. Coordinate the relationship contact requirements for the team by initiating proactive client communication. Maintain a collaborative environment with affiliate Bank referral sources and external professionals to satisfy the needs of wealth management clients and communicate the benefits of trust services. Requirements
Bachelor’s Degree in finance, business, accounting or related field. Minimum five (5) years of experience in fiduciary administration, estate planning or related wealth management field. Knowledge of trust and estate administration, including multigenerational trusts. Thorough working knowledge of fiduciary laws and regulations. Ability to analyze and interpret legal instruments and apply sound fiduciary judgment in trust matters. Detail-oriented with strong problem-solving and collaborative skills. Excellent written, verbal, and interpersonal communication skills. Preferred Qualifications
Advanced degree or certification (JD, LLM, CPA, CTFA). 10 or more years of experience in fiduciary administration, estate planning, or related wealth management field. Job Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Sales and Business Development We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr