VP Trust Relationship Manager

Role responsibilities

The VP Trust Relationship Manager is responsible for developing new client relationships and managing an existing book of clients. This role involves networking, community engagement, and providing financial advisory services across multiple business lines.

Requirements

A bachelor's degree in accounting or finance is required, along with at least four years of relevant experience in investment management or trust management. Strong salesmanship, communication skills, and attention to detail are essential for this position.

Key skills

Investment Management, Trust Management, Salesmanship, Communication, Networking, Client Relationship Management, Attention to Detail, Self-Motivation, Human Relation Skills, Financial Advisory, Community Engagement, Brand Identity, Customer Service, Professional Demeanor, Imagination

Keywords

Investment Management, Trust Management, Financial Advisory, Networking, Client Relationships, Sales, Community Engagement, Customer Service, Attention to Detail, Communication Skills, Self-Motivation, Human Relations, Brand Identity, Professional Demeanor, Imagination, Legal, Accounting