Region Trust Advisor 1
Location: Chattanooga, Tennessee
Description: SunTrust is currently interviewing Region Trust Advisor 1 right now, this career will be reside in Tennessee. More complete informations about this career opportunity kindly see the descriptions. -
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Description
Responsible for the fiduciary management of the client relationship within Private Wealth Management and is charged with retaining and growing the as! sets under management, providing financial solutions and mitigating the risk associated with fiduciary relationships. Expectations are that the client relationship will be expanded in terms of revenue and assets under management, that actions will be taken to strengthen client retention and that referrals will be made to other lines of business. Will bring in new clients through their networking with centers of influence and opportunities provided through community involvement. Is always in conformance with SunTrust policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Is an active member of the Relationship Management team. Reports to a Fiduciary Services Manager or Team Leader. The main difference between this position and those in the Wealth ! Management Advisory Centers is the level of complexity of the ! accounts assigned. Generally, the accounts in the field are the more complex relationships which demand a higher level of experience and frequent face to face customer interaction either as a member of the Relationship Management Team, or in the day to day course of delivering service to meet the clients needs. Excellent foundation in trust/estate administration or related field. Handles the largest, most complex accounts from a financial, legal and/or client relationship perspective. Likely has a specialty in some area of estate planning. Lead the new business effort. May provide guidance to less experienced Advisors; works independently. May lead group of advisors in absence of Team Lead or Manager. Typically has more than 10 years of fiduciary experience. Has an undergraduate degree and may have or working toward an advanced degree or license/certification (e.g. JD, MBA, CPA, CTFA or DFP).
Qualifications
60 â€" 80 relationships, of which up to 90% would! be the largest, most complex accounts from a financial, legal and/or client relationship perspective.
Minimum Requirements:
Excellent foundation in trust/estate administration or related field usually obtained through 7-10 years of fiduciary experience.
Technical knowledge and communication skills to advise clients and prospects on fiduciary needs and opportunities. Understands and is conversant with all facets of Trust administration, document interpretation, and thoroughly familiar with the legal framework within w
hich Trust accounts reside.
Comfortable and adept at working with complex
and sophisticated tax and estate planning strategies
with clients and their other advisors who may be demanding at times, indecisive at other times, etc. Effective
in face to face meetings and networking opportunities with High Net Worth families, individuals and COIs including other professional financial advisors! including attorneys, accountants and financial planners as well as spe! aking to client groups, professional groups, etc. regarding a variety of technical estate planning and taxation-related topics.
Adept at communicating in an easily understood manner. Bachelor degree in math, business, finance or related field.
Preferred Requirements:
Working towards or possesses an advanced degree or certification (e.g. JD, MBA, CPA, CTFA or CFP).
Job
:
Wealth & Investment Management
Primary Location
:
TN-Chattanooga-Chattanooga Main Office
Schedule
:
Part-time
- .
If you were eligible to this career, please deliver us your resume, with salary requirements and a resume to SunTrust.
Interested on this career, just click on the Apply button, you will be redirected to the official website
This career will be opened on: Thu, 18 Jul 2013 01:40:31 GMT
Apply Region Trust Advisor 1 Here