Trust & Investment Relationship Manager

Kennebec Savings Bank; Augusta, Northern (ME, KY); Hybrid; USD 73,000 - 128,000; Full time

Job summary

Kennebec Savings Bank is seeking a Trust/Investment Relationship professional to manage and develop a portfolio of investment and trust clients. The role emphasizes fiduciary standards, cross-selling bank services, and coordinating with CFP, investment teams, and trust operations to meet client objectives.

Qualifications include substantial experience in investment management or trust administration and a finance-related degree; CFP is desirable.

Qualifications

• 5+ years in Investment Management or Trust administration.
• Familiarity with investments through education or experience.
• Financial planning experience desirable.
• Bachelor of Science with focus on finance or business preferred.
• Ability to handle confidential information professionally.

Responsibilities

• Provide account management to investment and trust clients.
• Meet with clients regularly to determine objectives and provide proactive advice.
• Act as liaison between clients and bank personnel to resolve issues.
• Assist clients with estate planning and financial planning.
• Maintain their assigned book of business and ensure compliance.

Skills

Investment management

Trust administration

Financial planning

Client service

Communication

Education

Bachelor's degree in finance or business

CFP certification desirable

Job description

Kennebec Savings Bank is seeking a Trust/Investment Relationship professional to manage and develop a portfolio of investment and trust clients. The role emphasizes fiduciary standards, cross-selling bank services, and coordinating with CFP, investment teams, and trust operations to meet client objectives.

Qualifications include substantial experience in investment management or trust administration and a finance-related degree; CFP is desirable.