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Relationship Manager
role at
Jobs via eFinancialCareers
2 days ago Be among the first 25 applicants
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services with offices in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.
Our services include
Trust & Estate Services
Investment Management
Directed Trusts
Special Needs Trust
Financial Planning
Escrow Services
Cash Management
Estate Settlement Services
Primary Responsibilities
The Relationship Manager serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments, Legacy Planning, and Philanthropic Advisory while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains.
The Relationship Manager works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
Qualifications
At least six years of trust administration experience, along with deep industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.
Benefits Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Referrals increase your chances of interviewing at Jobs via eFinancialCareers by 2x
Additional Opportunities
Fort Lauderdale, FL: $125,100.00-$223,900.00 (2 weeks ago)
West Palm Beach, FL: $127,600.00-$228,500.00 (1 month ago)
Fort Lauderdale, FL: Sr Relationship Manager: $141,960.00-$213,200.00 (2 months ago)
Boca Raton, FL: Director - Commercial Relationship Manager: $120,000.00-$222,600.00 (2 weeks ago)
Palm Beach County, FL: $190,000.00-$240,000.00 (2 days ago)
Royal Palm Beach, FL: Territory Account Executive: $129,000.00-$206,000.00 (1 week ago)
Fort Lauderdale, FL: JPMorgan Private Client Relationship Manager: $90,782.42-$111,174.00 (21 hours ago)
Boynton Beach, FL: Account Executive, MICE & Charter Operations: $75,000.00-$90,000.00 (2 weeks ago)
Sunrise, FL: Client Relationship Manager- Banking & FS: $160,000.00-$180,000.00 (2 weeks ago)
Boca Raton, FL: Regional Senior Payor Relationship Manager: $50,000.00-$63,160.00 (2 weeks ago)
Lake Worth, FL: $50,000.00-$500,000.00 (2 weeks ago)
This job posting appears to be current and active.
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Relationship Manager
role at
Jobs via eFinancialCareers
2 days ago Be among the first 25 applicants
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services with offices in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.
Our services include
Trust & Estate Services
Investment Management
Directed Trusts
Special Needs Trust
Financial Planning
Escrow Services
Cash Management
Estate Settlement Services
Primary Responsibilities
The Relationship Manager serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments, Legacy Planning, and Philanthropic Advisory while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains.
The Relationship Manager works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
Qualifications
At least six years of trust administration experience, along with deep industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.
Benefits Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
Job Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Referrals increase your chances of interviewing at Jobs via eFinancialCareers by 2x
Additional Opportunities
Fort Lauderdale, FL: $125,100.00-$223,900.00 (2 weeks ago)
West Palm Beach, FL: $127,600.00-$228,500.00 (1 month ago)
Fort Lauderdale, FL: Sr Relationship Manager: $141,960.00-$213,200.00 (2 months ago)
Boca Raton, FL: Director - Commercial Relationship Manager: $120,000.00-$222,600.00 (2 weeks ago)
Palm Beach County, FL: $190,000.00-$240,000.00 (2 days ago)
Royal Palm Beach, FL: Territory Account Executive: $129,000.00-$206,000.00 (1 week ago)
Fort Lauderdale, FL: JPMorgan Private Client Relationship Manager: $90,782.42-$111,174.00 (21 hours ago)
Boynton Beach, FL: Account Executive, MICE & Charter Operations: $75,000.00-$90,000.00 (2 weeks ago)
Sunrise, FL: Client Relationship Manager- Banking & FS: $160,000.00-$180,000.00 (2 weeks ago)
Boca Raton, FL: Regional Senior Payor Relationship Manager: $50,000.00-$63,160.00 (2 weeks ago)
Lake Worth, FL: $50,000.00-$500,000.00 (2 weeks ago)
This job posting appears to be current and active.
#J-18808-Ljbffr