U.S. Bank

Wealth Management Trust Advisor (Personal Trust Relationship Manager)

 

U.S. Bank is hiring a Wealth Management Trust Advisor (Personal Trust Relationship Manager) for our Lincoln office.  The ideal candidate will have a law degree with extensive Trust and Estate fiduciary experience (5-8 years or more).  The experience could be via a Trust Advisor role, an attorney specializing in Trust and Estate law, or in another capacity.  

Responsibilities include:

· Developing, managing, and retaining client relationships for Personal Trust area in Community Banking

· Managing relationships with clients to ensure clients' financial needs are met and exceeded 

· Providing expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments

· Presenting alternative solutions for a variety of complex business situations; calls on potential and/or existing clients to develop new business and increase or retain relationships with current clients

· Managing trust relationships, ensuring client objectives are met and are consistent with governing documents and fiduciary administration principles

· Analyzing economic and industry market trends to identify potential business opportunities and high-risk situations; and actively networks in community to identify and capitalize on new business development opportunities

 

For more information and to apply, visit the following link: https://usbank.taleo.net/careersection/jobdetail.ftl?job=170029382&lang=en

Updated 2017.08.31

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