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Wealth Management Officer

2 months ago

Muscatine, Iowa, United States CBI Bank & Trust Full time

Job Title: Wealth Management Officer

Company: CBI Bank & Trust

GENERAL OVERVIEW:

This position focuses on ensuring that our clients' wealth management needs are effectively addressed while also expanding our clientele.

PRIMARY RESPONSIBILITIES:

  • Oversee daily operations related to personal trust, asset management, and estate administration.
  • Respond promptly to client inquiries and manage unique projects.
  • Prepare essential compliance documentation for accounts.
  • Establish and maintain relationships with legal advisors.
  • Work in conjunction with the Investment Officer to provide appropriate investment solutions.
  • Potential for additional roles and responsibilities based on performance metrics.
  • Sales-related tasks may be included depending on the final job scope.

QUALIFICATIONS:

  • Ability to understand and interpret various business documents.
  • Skilled in drafting reports, correspondence, and procedural manuals.
  • Experience in effective communication with diverse audiences.
  • Proficient in calculations involving interest rates, discounts, and similar financial metrics.
  • Knowledge of investment strategies and estate planning fundamentals.
  • Competent in Microsoft Excel and Word applications.
  • A Bachelor's degree along with several years of pertinent experience is required.
  • A valid Driver's License is necessary for client meetings outside the office.