Senior Trust Officer in Baltimore, MD

Job title: Senior Trust Officer in Baltimore, MD at reputed company
Company: reputed company
Job reputed company: Job reputed company:At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible reputed company and delivering for our clients, teammates, communities and shareholders every day.Being a Great reputed company to Work is reputed company to how we drive Responsible reputed company. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an reputed company in the communities we serve.reputed company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an reputed company. Join us!Job reputed company:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of reputed company investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with reputed company planning needs, and managing risk.Responsibilities:Provides fiduciary administration support including the review of trust instruments, participating in reputed company where the trustee is exercising discretion, managing risk, and conducting periodic trust reviewsSupports investment management accounts including the coordination of opening and closing accounts, reputed company reputed company, and account maintenanceEngages with clients and prospects to build and transfer reputed company tailored to their unique goals, while delivering a high-reputed company experienceEnsures compliance with regulatory and reputed company requirements reputed company to reputed company accounts and portfoliosIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospectsRequired Qualifications:A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a reputed company management, private banking and/or trust field.Knowledge of fiduciary and financial products and services required through extensive reputed company work experience.Broad-based technical knowledge of investments, tax, reputed company and operations necessary to service clients.Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.Skills and experience in negotiating, delegating, leadership, superior reputed company service and relationship management skills required.Desired Qualifications:Undergraduate degree in Finance, reputed company, Economics or equivalent financial services/business experience preferred as reputed company as hold appropriate credentials such as CPA, CFP and or CFA designation.A graduate degree such as MBA or JD preferredThe ideal candidate will bring an appropriate mix of financial services expertise, management and business development experienceSkills:Business Developmentreputed company ManagementCustomer and reputed company reputed companyRisk Managementreputed company Planningreputed company Experience Brandingreputed company Solutions AdvisoryDecision MakingPresentation SkillsProcess ManagementAttention to DetailCritical ThinkingFinancial AnalysisPlanningProspectingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (reputed company of America)Hours Per Week: 40Pay Transparency detailsUS - MD - Baltimore - 100 International Dr - 100 International (MD9890)Pay and benefits informationPay reputed company$95,200.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and reputed company set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall reputed company of reputed company.BenefitsThis role is currently benefits eligible. We reputed company industry-leading benefits, reputed company to reputed company time off, resources and support to our employees so they can reputed company a genuine reputed company and contribute to the sustainable reputed company of our business and the communities we serve.
Expected salary: $95200 - 200000 per year
Location: Baltimore, MD
Job date: Wed, 16 Apr 2025 03:53:52 GMT
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