Executive Search Consultants to the Financial Services Industry

Trust Officer, Fort Smith, AR

By on Apr 26, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, Fort Smith, AR

Wealth management is a dynamic and rapidly growing industry, and this is your chance to join a leading wealth management group. They have had record earnings and are looking for someone to serve their high-net-worth clients. You will work on a team with a Wealth Advisor, Investment Officer, and Wealth Strategist. The team will provide comprehensive wealth management services to clients, including investment advice, financial planning, estate planning, and tax planning. This is an excellent opportunity to build your wealth management career. If you are interested in this opportunity, please submit your resume today.

As a trusted fiduciary to high-net-worth clients, your role as a trust officer will entail:
● The priority is always ensuring client satisfaction through careful attention to detail, problem-solving, and a commitment to excellent service.
● Manage an existing book of relationships and work to increase wallet share by resolving issues and providing quality service.
● Work closely with the tax, investment, and operations departments

As a trusted fiduciary to high-net-worth clients, your experience will include:
● A minimum of five years’ experience as a trust officer working with high-net-worth clients
● Be able to sell additional services to existing clients.
● Bachelor’s degree
● Completion of American Banker Association of Personal Trust Curriculum Levels 1, 2, and 3 or the equivalent experience or education
● Master’s degree a plus

#Trustofficer #Fiduciary

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