Wealth Strategist - Trust & Estate Solutions

001 The Northern Trust Company; Phoenix (AZ); Presencial; USD 80.000 - 130.000; Jornada completa

Descripción de la vacante

Northern Trust is a global financial services company seeking a trusted professional to grow relationships in its trust and wealth management division. The role focuses on selling fiduciary products, cultivating client relationships, and coordinating with attorneys on estate planning and tax strategies.

The candidate should have proven experience in trust sales or trust relationship management, strong fiduciary product knowledge, and solid analytical and interpersonal skills to serve affluent

Formación

• 3-5 years of trust sales or trust relationship management.
• Knowledge of fiduciary products and services, including fee structures and documentation.
• Analytical and sales skills to relate client assets to products.

Responsabilidades

• Sell bank products and services to individuals focusing on trust products.
• Cultivate existing bank clients and prospects to identify opportunities.
• Consult with clients and their attorneys on estate planning and tax strategies.
• Prepare and present bank product materials to clients and designated intermediaries.
• Maintain knowledge of a full range of trust services and coordinate with bank partners.

Conocimientos

Trust products knowledge

Sales skills

Client relationship management

Descripción del empleo

Northern Trust is a global financial services company seeking a trusted professional to grow relationships in its trust and wealth management division. The role focuses on selling fiduciary products, cultivating client relationships, and coordinating with attorneys on estate planning and tax strategies.

The candidate should have proven experience in trust sales or trust relationship management, strong fiduciary product knowledge, and solid analytical and interpersonal skills to serve affluent