Candidate Profile #417633

Florida – Orlando Area – Sr. Bank Trust Officer

• Years of Related Experience: 20
• Minimum Salary: $75K 
• Work Area:  Orlando, Florida
• Experience:
  • Managed the administration of 80+ Trust accounts.
  • Maintained business relationships with branch managers and developed new business opportunities for new Trust accounts.
  • Performed continuous re-assessments of clients’ financial situations.
  • Provided guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives.
  • Engaged with the Investment Managers to provide advice and solutions aligned with client goals and objectives.
  • Collaborated with Trust Administrators to deliver fiduciary and planning solutions in the high-net-worth segment.
  • Conducted client and prospect meetings, providing advice on trust and estate administration.
  • Adhered to internal policies and procedures related to the Institution’s Wealth Management.
  • Developed and conducted seminars, including location selection, scheduling, and marketing.
  • References are available.
  • No non-compete agreement.
• Other Attributes:  Certified in Portfolio Management, Mutual Funds Specialization, and Professional Certificate for Financial Advisors.
• Education:  Master’s degree in Business Administration, Bachelor’s degree in Business Administration.
• Reference #:  417633
• Send Candidate’s Resume:  Click Here