Trust and Estates/Attorney/In House/Fremont, Nebraska
Location: Fremont, Nebraska
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Fremont, Nebraska right now, this career will be settled in Nebraska. More details about this career opportunity kindly read the description below. Senior Advisor, Trust Services/Business Development Lead The candidate will be primarily responsible for developing business in terms of i! nvestment products, trust products and retirement plan services products. Such products include investment agency accounts, IRAs, 401ks, revocable and irrevocable trusts, estate and trust administrations, profit sharing plans and pension plans. Will engage in business development activities that will lead to growth in the wealth management department. Identify client needs that may be met by the wealth management department or the Bank as a whole. Educate prospective clients and current clients on the wealth management department s products. Challenge clients in order to provide them with solutions which are unique to their specific circumstances, all while delivering an over the top client experience. Serve as relationship manager, with the assistance of a trust administrator and an investment officer, on a distinctive portfolio of investment agency accounts, IRA accounts and trusts. Exhibit highly professional behavior and promote positive working relationships. Understan! d and comply with bank policy, laws, regulations, and the bank! s BSA/AML Program, as applicable to job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws or regulations. Report any suspicious customer and/or account activity.
The candidate should have a Bachelor s Degree. A CFP, CTFA, CFA, MBA or J.D. degree required. Proficiency in Microsoft Office products required. Proficiency in managing competing priorities needed. Must possess excellent communication skills, public speaking skills, technical ability in a related field (e.g. financial planning, investments, estate planning, etc.) and attention to detail.
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If you were eligible to this career, please give us your resume, with salary requirements and a resume to GCC Consulting.
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This career starts available on: Sun, 17 Nov 2013 14:14:55 GMT
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