Wealth Management Trust Consultant
3 weeks ago
Position Overview:
As a Wealth Management Trust Consultant at Regions, you will play a crucial role in acquiring and managing Personal Trust, Estate, IRA, and Investment Management client relationships. Your responsibilities will encompass prospecting and developing both internal and external business networks to generate new business opportunities, alongside participating in sales presentations. Furthermore, you will be tasked with retaining and providing advisory services to existing clients.
Key Responsibilities:
- Conduct ongoing assessments of clients' financial situations to enhance and expand client relationships.
- Offer strategic guidance and solutions for the development and maintenance of complex investment allocations, goals, and objectives, typically managing large and intricate client portfolios.
- Continuously identify and generate significant new business opportunities.
- Stay informed about trends and developments in the trust and investment management sectors to ensure effective administration and management.
- Collaborate with Trust Administrators to oversee the establishment, implementation, and management of trusts, estates, IRAs, IMAs, and custody accounts.
- Ensure compliance with fiduciary principles in account administration.
- Coordinate client service activities with other wealth management professionals.
- Provide mentorship and coaching to junior trust advisors.
Compensation and Benefits:
Regions offers a competitive compensation package that is reflective of the market and individual performance. The benefits package is flexible and comprehensive, recognizing that one size does not fit all.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental, and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Equal Opportunity Employer:
Regions Bank is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.
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