Wealth Management Relationship Manager – Affiliates Management Company – Cedar Rapids, IA

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Affiliates Management Company

Job details

Job Type
Full-time

Full Job Description

Are you looking for a rewarding career where you can improve the financial lives of others?
First Community Trust is a national association and an independent trust company that offers trust, investment, and retirement services. Our sole objective is to help our clients achieve their personal, financial and estate planning goals.
We are seeking a talented Wealth Management Relationship Manager who will be responsible for administration of trusts, estates, investment agencies, and IRAs. This individual ensures adherence to bank policies, procedures, objectives, and practices and applicable laws and will develop and grow long-term trusted relationships with clients and partners. Our ideal candidate will have a passion for service and helping people define and attain their financial goals.
Essential Job Responsibilities:

  • Builds relationships with community contacts and professional advisors to identify and win new business opportunities.
  • Actively calls on potential clients to identify needs and makes proposals for new business.
  • Develop and maintain a referral network to build expand and grow relationships.
  • Manages relationships, ensuring that all client objectives are met and are consistent with governing documents, fiduciary administration principals, and legal standards.
  • Meets with beneficiaries and wealth management clients to review relationships, accounts, discuss their needs, analyze problems, and provide relationship-based solutions
  • Monitor and control risks related to account administration.
  • Maintain current knowledge of and complies with all applicable laws and regulations, policies, and procedures.

Qualifications:

  • Prior trust and fiduciary experience with an emphasis on client service, business development, and trust administration preferred.
  • Strong interpersonal skills with the ability to communicate and provide consultation.
  • Ability to develop, create and grow relationships.
  • Active in community and business organizations.
  • Strong collaboration and leadership skills, ability to work as a part of a team.
  • Detail-oriented, organized, and a self-starter.
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply

**Credit and criminal background verification required on all applicants.
If you are highly motivated and would enjoy the diversity of challenges and opportunities that FCT provides, please send your resume and salary requirements.
FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.”

Job Type: Full-time

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