Trust Officer/Relationship Manager | Ludington, Michigan

Reference Number: HRJ7177
Location: Ludington, Michigan

Judson Group has been retained by a growing community bank in the search for a Trust Officer/Relationship Manager. The Trust Officer/Relationship Manager will be developing wealth client relationships and delivering wealth and trust plans. Our client is looking for a candidate who possesses strong client relationship management skills, as this person will be taking over approximately 100 client relationships right away. This individual should have a high level of knowledge of the trust and investment industry and should have some business development exposure.

Responsibilities:

  • Cultivate wealth management client relationships, trust, and administrative functions.
  • Maintain relationships by regularly conducting client meetings, identifying issues and new opportunities, and providing wealth planning advice.
  • Promote additional business, generate client referrals, and deepen relationships with clients, prospects, and COIs.
  • Continuously partake in professional development and training to deepen wealth client relationships and wealth planning needs.

Requirements:

  • BA/BS preferably in Finance or a related field.
  • 3+ years of experience in wealth/trust administration or closely related field.
  • JD/CTFA highly preferred.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.
  • Proactively and independently solve problems while exercising sound judgment.

Compensation:
Commensurate with experience.

Location:
Ludington, Michigan

Reference Number: HRJ7177

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