Executive Search Consultants to the Financial Services Industry

Senior Personal Trust/Fiduciary Officer, Phoenix, AZ

By on Nov 2, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Senior Personal Trust/Fiduciary Officer, Phoenix, AZ

We’re seeking a Personal Trust/Fiduciary Officer to act as the Relationship Manager to High Net Worth Clients. Your primary focus will be to service personal trust clients. This is an excellent opportunity for someone with experience in managing traditional trusts who wants the stability and security that comes from working with a long-established, expanding, family-owned bank. Local candidates only; no relocation.

As Senior Personal Trust/Fiduciary Officer, your role will entail the following:

● The primary focus is servicing clients
● Developing new business opportunities from your existing client base, internal bank referrals (lenders); and external CIOs (trust & estate attorneys)
● Being part of a wealth team that includes yourself, an investment officer, and a wealth advisor.
● Work with a variety of trust accounts. This does not include investment management accounts.
● Need to know enough about investments to work with the investment officer – traditional trust officer knowledge of trust accounts.

As Senior Personal Trust/Fiduciary Officer, you will have:

● Excellent relationship management skills; able to build rapport easily and quickly
● Experience with a variety of trust accounts, including revocable, irrevocable, and special needs trusts.
● Experience growing an existing book of clients by bringing additional assets from existing clients and networking with internal and external COIs.
● Bachelor’s degree and Advanced degree (JD, LLM) or Certification (CTFA) required.

Upload your CV/resume or any other relevant file. Max. file size: 128 MB.