VP Wealth Advisor amp Trust Officer

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VP, Wealth Advisor & Trust Officer
Duties: Assists in implementing and delivering a full range of services to a select clientele, including complex trust and estate matters, investment management and financial planning. Provide integrated wealth management services to clients; liaise with Portfolio Managers and provide consultation to clients in an advisory role, developing estate, tax, financial planning and philanthropic programs to enhance the overall client experience. Meets regularly with clients to review trust documents, assists in estate tax return preparation and review, and provides input on their long-term financial plan, investment strategy and asset allocation. Provides fiduciary input. Assists in identifying, developing and responding to new business opportunities. Will be expected to contribute to new business goals by developing new sales opportunities through a variety of different channels both internally and externally. Collaborates with colleagues throughout the bank to achieve a high level of broad client service. Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

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