Trust & Fiduciary Specialist
Location: Corpus Christi, Texas
Description: Wells Fargo is at the momment seeking for Trust & Fiduciary Specialist right now, this position will be depute in Texas. For complete informations about this position opportunity kindly see the descriptions. Job Title:
Trust & Fiduciary Specialist
Requisition Number:
3785410
Schedule Type:
Regular
Work Hours:
40.00 !
Telecommute Option:
Not Indicated
615 N UPPER BROADWAY - CORPUS CHRISTI, TX
Location:
Job Description
Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a Relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace. In some cases, may administer and manage the risk of moderately complex trust accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by meeting with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Serves as Relati! onship Manager or team member for a book of business, identify! ing and addressing wealth management issues with clients, underwriting/accepting new accounts, administering, terminating and distributing moderately complex accounts of all types in collaboration with the Trust Centers.
Proactively engages with clients in wealth planning related conversations and collaborates with partners to develop and propose solutions. Works with Investment Managers to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (i.e. Charitable Management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of the client's total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants and attorneys, who are related to the client relationship as part of day to day adm! inistration. Responsible for corporate regulatory and compliance standards.
Basic Qualifications
6+ years financial services industry experience.
Minimum Qualifications
5+ years experience in Fiduciary Administration and/or Fiduciary Sales
Excellent written and verbal communication skills
Preferred Skills
Degree in a financial services related field
Professional designation(s) such as CTFA, CPA, CFP
Local market knowledge
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If you were eligible to this position, please give us your resume, with salary requirements and a resume to Wells Fargo.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be opened on: Wed, 28 Aug 2013 22:26:20 GMT
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