Senior Trust & Estate Advisor

UMB Bank; Edina (MN); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings account

Job summary

UMB is seeking a Trust Officer in Minnesota to build and manage client relationships, delivering fiduciary services across estates, trusts, IRA and custody accounts. You will coordinate wealth strategy planning goals and, when appropriate, provide high-level investment guidance for clients.

Minimum requirements include a college degree and 10 years of related trust experience, with CTFA/CFP designations preferred.

Qualifications

• College degree required with financial industry experience.

Responsibilities

• Develop and manage internal and external client relationships to grow revenue.
• Ensure fiduciary administration of estate, trust, IRA and custody accounts per documents and laws.
• Provide investment management guidance and portfolio updates when appropriate.
• Maintain up-to-date knowledge of policies and applicable regulations.
• Deliver high-quality client service and fiduciary duties across assigned accounts.

Skills

Sales ability

Investment knowledge

Trust product knowledge

Problem solving

Autonomy

MS Office

Relationship skills

Education

Bachelor's degree

CTFA designation

CFP designation

Tools

Microsoft Office

Job description

UMB is seeking a Trust Officer in Minnesota to build and manage client relationships, delivering fiduciary services across estates, trusts, IRA and custody accounts. You will coordinate wealth strategy planning goals and, when appropriate, provide high-level investment guidance for clients.

Minimum requirements include a college degree and 10 years of related trust experience, with CTFA/CFP designations preferred.