Senior Wealth & Trust Advisor

VeraBank; Round Rock (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

VeraBank Wealth Management Services is seeking a seasoned professional to contribute to the growth and profitability of the wealth management division. The role involves delivering exceptional customer service and technical expertise to internal and external client relationships, while promoting the bank’s wealth management services to grow business.

Responsibilities include managing portfolios, cross-selling, ensuring regulatory compliance, and developing new trust and investment opportunities.

Qualifications

• Bachelor’s degree in business or equivalent financial services expertise.
• Six years’ experience in wealth management or comparable experience.
• Comprehensive knowledge of trust/fiduciary rules and regulations.
• Excellent oral and written communication skills.
• Demonstrated experience in quality decision-making skills.
• Excellent customer service skills.
• Leadership and coaching skills.
• Proven business development success.

Responsibilities

• Administers and monitors a portfolio of account relationships in accordance with governing documents and bank policies.
• Communicates with customers and responds to inquiries or requests in a timely and accurate manner.
• Expands client relationships by recommending additional services and cross-selling bank products.
• Ensures completeness and compliance of documentation for new and existing relationships.
• Develops and closes new trust and investment management business; builds relationships with sources of new business.
• Maintains high employee morale and minimizes turnover; supports staff training and development.
• All other duties as assigned.

Skills

Wealth management

Client relations

Business development

Leadership

Communication

Trust laws

Education

Bachelor's degree in business or related field

Job description

VeraBank Wealth Management Services is seeking a seasoned professional to contribute to the growth and profitability of the wealth management division. The role involves delivering exceptional customer service and technical expertise to internal and external client relationships, while promoting the bank’s wealth management services to grow business.

Responsibilities include managing portfolios, cross-selling, ensuring regulatory compliance, and developing new trust and investment opportunities.