Senior Personal Trust & Wealth Advisor

Lumesse; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Horizon Bank seeks a Senior Personal Trust Officer to manage fiduciary and investment client relationships, delivering expert advice on trusts, investments, tax planning, and private banking. You will administer trust accounts, maintain compliance, and develop new high-value relationships within the region.

The role requires extensive experience in trust and investment management, advanced education or professional designations, and a strong focus on client service, confidentiality, and

Qualifications

• 10+ years of experience in Trust or Investment management and/or trustee work
• MBA, JD, or professional designations CTFA may be accepted in lieu of experience
• Bachelor’s degree in finance, accounting or business preferred; high school diploma or GED acceptable
• Knowledge of agency guidelines and industry standards in banking, investments and wealth management
• Strong listening and questioning skills; excellent interpersonal and communication abilities
• Ability to adapt approach based on client situations and build trust with clients
• Demonstrated results in financial sales and client development
• Excellent organization, time management and follow-up skills

Responsibilities

• Administer assigned trust accounts where bank acts as trustee, agent or custodian
• Provide expert advice and counsel on personal trust products and services
• Deliver high-level customer service to clients, attorneys and beneficiaries
• Coordinate account admin activity with Portfolio Managers and internal resources
• Review client correspondence and process information requests and bills
• Analyze legal documents to ensure compliant administration of trusts and wills
• Identify cross-selling opportunities within wealth management and referrals
• Maintain confidentiality and comply with SOPs, policies and regulatory requirements

Skills

Trust management

Investment management

Estate planning

Generation planning

Retirement planning

Charitable planning

Client relationship

Interpersonal skills

Analytical thinking

Problem solving

Education

MBA/JD preferred

CTFA designation

Finance/accounting/business degree

Tools

Microsoft Word

Microsoft Excel

Job description

Horizon Bank seeks a Senior Personal Trust Officer to manage fiduciary and investment client relationships, delivering expert advice on trusts, investments, tax planning, and private banking. You will administer trust accounts, maintain compliance, and develop new high-value relationships within the region.

The role requires extensive experience in trust and investment management, advanced education or professional designations, and a strong focus on client service, confidentiality, and