Estate & Trust Relationship Manager

Central Bank; Jefferson City (MO); On-site; USD 70,000 - 90,000; Full time

Job summary

Central Bank is looking for a Relationship Manager in Jefferson City, Missouri, to manage a variety of trust and estate accounts while delivering exceptional client service. This role includes working closely with team members and external professionals to guide clients through complex financial and estate planning issues.

The ideal candidate will have a strong background in wealth management, financial planning, and fiduciary responsibilities, ensuring comprehensive service tailored to clients’ needs.

Qualifications

• Experience in client relationship management, especially in wealth management.
• In-depth knowledge of estate planning, tax, and financial issues.
• Familiarity with fiduciary responsibilities.

Responsibilities

• Administer trusts, estates, and investment management accounts.
• Manage all administrative and fiduciary functions of assigned accounts.
• Provide wealth management ideas to clients regarding estate planning.
• Develop and deepen client relationships for lasting partnerships.
• Handle complex client situations with unique family dynamics.

Skills

Client relationship management

Financial planning

Estate planning

Fiduciary responsibility

Education

Relevant financial or legal degree

Job description

Central Bank is looking for a Relationship Manager in Jefferson City, Missouri, to manage a variety of trust and estate accounts while delivering exceptional client service. This role includes working closely with team members and external professionals to guide clients through complex financial and estate planning issues.

The ideal candidate will have a strong background in wealth management, financial planning, and fiduciary responsibilities, ensuring comprehensive service tailored to clients’ needs.