Senior Wealth Strategist - HNW Trust & Estate Expert

Carr, Riggs & Ingram, L.L.C.; Summerville (SC); Vor Ort; USD 120.000 - 170.000; Vollzeit

Benefits dieser Stelle

PTO 21 days

9 paid holidays

Long-term disability insurance

401(k) retirement plan

Zusammenfassung

Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as a family strategist for trusts and estate administration. You will generate new business through partnerships within the company family and assist the Portfolio Manager with investment objectives for client portfolios.

You will be the primary contact and relationship manager for the established clients, reporting to the CEO & Vice-Chairman.

Qualifikationen

• Bachelor's degree or higher and related experience.
• CPA, JD, or CTFA preferred; no licenses required.
• Ability to read, analyze, and interpret business materials and regulations.
• Ability to advise on complex estate structures and write reports.

Aufgaben

• Prospect and close new client relationships.
• Manage high net worth client relationships and coordinate advisory teams.
• Consult with clients on planning needs and implement strategies.
• Monitor compliance with trust documents and administer estate accounts.
• Collaborate with local professionals on trust and estate matters.
• Refer new business within the family of companies.
• Provide excellent client service and maintain professional relationships.
• Work as part of the wealth trust team to achieve departmental goals.

Kenntnisse

Relationship management

Negotiation

Communication

Client advisory

Ausbildung

Bachelor's degree

CPA/JD/CTFA preferred

Jobbeschreibung

Preferred Legacy National Trust Bank seeks a Senior Wealth Strategist to serve high net worth clients as a family strategist for trusts and estate administration. You will generate new business through partnerships within the company family and assist the Portfolio Manager with investment objectives for client portfolios.

You will be the primary contact and relationship manager for the established clients, reporting to the CEO & Vice-Chairman.