VP & Senior Trust Advisor for High-Net-Worth Clients

National Bank of Indianapolis Corp.; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Personalized service

Growth opportunities

Collaborative culture

Job summary

The National Bank of Indianapolis Corp. is seeking a Vice President & Trust Officer to manage high-net-worth client relationships and oversee complex trust and fiduciary accounts. Equipped with a Bachelor's degree and 5+ years of relevant experience, you'll serve as a trusted advisor ensuring compliance and operational excellence. The role demands strong relationship management skills and the ability to manage complex assets. Join a locally owned bank known for its personalized service and high-touch client management.

Qualifications

• 5+ years of trust administration or related experience.
• Knowledge of fiduciary regulations and trust operations.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Administer trust and fiduciary accounts.
• Serve as primary relationship manager for clients.
• Oversee compliance with applicable regulations.
• Manage complex assets, including real estate.

Skills

Trust administration

Relationship management

Fiduciary regulations knowledge

Communication skills

Problem-solving abilities

Education

Bachelor’s degree or equivalent experience

Professional designation (CTFA, CFP, CPA, or JD)

Job description

The National Bank of Indianapolis Corp. is seeking a Vice President & Trust Officer to manage high-net-worth client relationships and oversee complex trust and fiduciary accounts. Equipped with a Bachelor's degree and 5+ years of relevant experience, you'll serve as a trusted advisor ensuring compliance and operational excellence. The role demands strong relationship management skills and the ability to manage complex assets. Join a locally owned bank known for its personalized service and high-touch client management.