Opportunity Description
Description
:Do you excel in managing a growing client base and complex Private Trust activities and referrals? Then this is the job you are looking for. As Executive Trust Officer, you will provide ongoing relationship management to clients, receive new client referrals and service the most complex files. Key to your success in this role is building relationships with clients, beneficiaries and co-trustees.
In addition, you will:
Handle existing strategic accounts and opportunities that represent the business segments' largest accounts and assist with business development
Facilitate the integration of Trust products by clearly understanding client evolving needs and circumstances
Work autonomously as the lead as well as closely with business partners to coach, guide and ensure all Trust needs are identified and fulfilled
Solve problems and may lead others to solve or structure deals that are com...
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