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Wealth Management Officer

2 months ago

Dubuque, Iowa, United States First Community Trust, N.A. Full time

Wealth Management Officer at First Community Trust

First Community Trust, N.A. is a distinguished trust organization providing financial and retirement solutions to clients across the nation. With over twenty years of expertise, we have adeptly managed in excess of $1.2 billion in assets while establishing robust partnerships throughout central and eastern Iowa.

As we expand our operations, we are in search of a proficient Wealth Management Officer to enhance our services in the financial sector. The selected candidate will be tasked with nurturing enduring relationships with clients and stakeholders, uncovering new business prospects, and delivering outstanding service.

Key Responsibilities:

  • Foster and grow relationships with clients.
  • Devise innovative strategies to meet client requirements.
  • Generate new business through proactive client engagement.
  • Establish a solid referral network.
  • Stay informed on industry trends and changes.
  • Comprehend and surpass client expectations.
  • Effectively manage assigned client accounts.
  • Oversee account setup and administration.
  • Ensure adherence to compliance standards.

Qualifications:

  • Bachelor's degree or equivalent professional experience.
  • 5+ years in the financial services or trust sector.
  • Demonstrated success in building and maintaining relationships.
  • Active participation in community initiatives.
  • Strong interpersonal and leadership capabilities.
  • Ability to uphold confidentiality.
  • Exceptional communication and problem-solving skills.

If you are interested in contributing to a dynamic organization at First Community Trust and making a meaningful impact, we encourage you to consider this opportunity. We provide a competitive benefits package and a collaborative work environment.

First Community Trust is an equal opportunity employer, committed to promoting a diverse and inclusive workplace.