Private Wealth Management Associate Trust Advisor

Regions Bank•Nashville, TN

12d

About The Position

At Regions, the Associate Trust Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Trust Advisor will focus on the administration and client servicing of an assigned book of business. This position is designed to prepare the Associate for the complexity of the traditional Trust Advisor role.

Requirements

Bachelor's degree
One (1) year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
Proficient sales, negotiation, presentation & problem-solving skills
Strong verbal and written communication skills

Nice To Haves

Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts

Responsibilities

Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships
Assigns accounts for administration
Partners with Trust Advisors, as a relationship management point of contact, delivering administrative support to key clients
Executes client servicing requirements
Conducts Annual Relationship Reviews for clients
Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
Communicates and delivers the Private Wealth Management mission and vision statement