Trust Advisor II

Jobtailor; Virginia Beach (VA); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor in Virginia Beach seeks an experienced banking professional to manage relationships with investment management and trust clients, and to coordinate comprehensive estate planning. You will perform needs assessments and deliver exceptional service while collaborating with investment, tax, and legal professionals.

The role requires a Bachelor’s in finance or related field and 10+ years in financial services, preferably in a bank trust setting.

Qualifications

• Bachelor’s degree in finance or related field is required.
• 10+ years of experience in financial services, preferably in a bank trust environment.
• Experience with trust and estate laws and regulations.
• CFP, CTFA, CPA, MBA or law degree preferred.
• Superior customer service skills.
• Knowledge of financial and estate planning techniques.
• Knowledge of investment theory and strategy.
• Strong analytical skills.
• Effective communication skills.
• Well organized and detail-oriented.

Responsibilities

• Develop, deepen and maintain relationships with investment management clients and trust clients.
• Perform and coordinate client estate planning.
• Conduct full needs assessments with current and potential customers.
• Maintain long-term client relationships by providing excellent customer service.
• Handle customer calls and inquiries professionally.
• Identify and refer business to other areas within the Bank.
• Work with investment, tax, and legal professionals to meet client needs.
• Adhere to all applicable laws and regulations governing bank operations.

Skills

Relationship management

Estate planning

Financial analysis

Communication skills

Customer service

Analytical thinking

Organized and detail-oriented

Education

Bachelor’s degree in finance or related field

Job description

Responsibilities

• Develop, deepen and maintain relationships with investment management clients and trust clients
• Perform and coordinate client estate planning
• Conduct full needs assessments with current and potential customers
• Maintain long-term client relationships by providing excellent customer service
• Handle customer calls and inquiries professionally
• Identify and refer business to other areas within the Bank
• Work with investment, tax, and legal professionals to meet client needs
• Adhere to all applicable laws and regulations governing bank operations

Requirements

• Bachelor’s degree in finance or related field
• 10+ years of experience in financial services, preferably in a bank trust environment
• Experience with trust and estate laws and regulations
• CFP, CTFA, CPA, MBA or law degree preferred
• Superior customer service skills
• Knowledge of financial and estate planning techniques
• Knowledge of investment theory and strategy
• Strong analytical skills
• Effective communication skills
• Well organized and detail-oriented

Core Competencies

Demonstrates expertise in client relationship management, estate planning, and financial services, with a strong focus on compliance with trust and estate laws. Possesses advanced analytical and communication skills to effectively assess client needs and deliver tailored financial solutions.