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

Overview

Central Trust Company provides world-class “fee-only” wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years.

Job Summary

The Relationship Manager will be able to effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts, in accordance with trust documents, applicable law, and Company policies and procedures. In addition the Relationship Manager will provide legendary service to wealth management clients, including guidance on financial planning concepts, estate planning issues, and gift, estate and income tax issues, while working with, and often leading, an outside team of professionals such as attorneys, CPAs, life insurance advisors, etc.

Job Duties

• Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts
• Responsible for managing all of the administrative and fiduciary functions of the accounts assigned. This will include managing all accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines.
• Bring wealth management ideas to clients concerning estate planning issues: gift, estate, and other tax and financial concerns of the client.
• Work with clients to develop and deepen the relationship: gaining their respect as well as that of their family to foster longevity of the family relationships with the Company.
• Manage accounts with sometimes complex situations including usual assets, unique family dynamics and every changing needs of trust beneficiaries and clients.
• Manage the assigned account’s relationship contact requirements for the team by initiating team communication for proactive client contact.
• Maintain a collaborative teamwork environment with affiliate Bank referral sources as well as external professionals to appropriately satisfy the special needs of wealth management clients and to communicate the benefits of trust services to clients.