Relationship Manager - Trust (On-Site)

First American•Las Vegas, NV

8d•Onsite

About The Position

Responsible for the general administration of trust accounts, investment management, or retirement accounts for high-net-worth individuals, families, or institutions. Accountable for retaining and growing their client base through client referral, sales support, and/or increasing share of client wallet. The Relationship Manager is responsible for the general administration of trust accounts including estates, personal trusts, foundations, endowments, and guardianships and relationship management for investment management accounts and/or individual retirement accounts.

Requirements

Bachelor’s degree or equivalent combination of education and experience
5-10 years of trust and/or investment management or relationship management experience with a strong background working specifically with HNW individuals and their advisors
Knowledge of fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)
Requires working knowledge in several of the following fields: financial planning tools and techniques; fiduciary duties and responsibilities; investment products and services; and an understanding of investment markets and portfolio management
Strong written and verbal communication skills for internal and external needs
Strong interpersonal skills
Self-motivated; self-starter
Strong client advisory and problem-solving skills
Ability to manage multiple tasks and respond quickly to emergent problems
Experience working with high net-worth clients
Proficient in Microsoft Word, Excel, and PowerPoint
Understanding of California probate code, including provisions specifically related to the management of trusts

Nice To Haves

MBA, CFP or CTFA preferred

Responsibilities

Business development and account management responsibilities
Represent the company in direct contact with customers, attorneys, beneficiaries, and other related parties
Development of external leads through solicitation of clients, attorneys, accountants, and other centers of influence including community leaders and organizations to sell investment management and fiduciary administration business
Periodically review trust accounting software parameters and coding
Obtain, direct, and update account inventory values, account assets and account relationship information
Initiate or approve payments or receipts to/from client accounts in accordance with terms of account governing documents
Monitor account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews
Meet regularly with clients to stay apprised of their financial needs and goals