Education Required: Bachelors Degree
Department: Trust Dept- Administration
Experience Required: 5 - 7 Years
Job ID: 10377
Division: Financial Services
Hours of Work: Monday - Friday
Employment Type: Full-Time Regular
A Wealth Relationship Manager serves MidFirst Bank’s customers by providing support and advice in the area of investment management, wealth management and trust administration as needed.
Primary objectives of the Wealth Relationship Manager position include, but are not limited to:
Developing and retaining strong relationships with customers and customer agents (i.e. attorneys, tax advisors, etc.) by learning the goals of each customer, and then, implementing strategies designed to meet customer needs and expectations
Building valuable connections with potential new business referral sources and industry resources, as well as, cultivating relationships with MidFirst Bank Officers and other internal bank departments
Seeking new business development opportunities, both internally and externally, and leading sales initiatives to prospective wealth management customers
Acquiring and applying an understanding of industry services and processes to efficiently manage the relationships for of a book of investment management accounts, IRA’s and moderately complex trusts
Overseeing and directing relationship and administrative activity within customer accounts , while partnering with MidFirst Bank investment personnel to ensure allocations remain in compliance with designated objectives and/or customer directives
Reviewing legal documents, internal and external correspondence, and various other financial records to ensure compliance with applicable policies, procedures, governing instruments, and regulatory bodies
Maintaining an awareness of market products, services, and new developments in the Wealth Management, Trust and Investment management industries
Sustaining a working knowledge of current laws and regulations affecting the administration of Investment management and Trust accounts
Bachelor’s degree, preferably in finance or a business-related field of study
Intermediate understanding of wealth management, investment management and trust services for high net worth individuals
Working knowledge of applicable tax, trust, and estate related laws
Five years of experience in servicing investment management, trust administration,
or wealth management related customers is preferred
CTFA accreditation, trust certification, or other industry certifications is beneficial
Working knowledge of Microsoft Office tools and Windows Operating Systems
Understanding of trust accounting and/or related systems
Proficiency in verbal and written communication
Advanced ability to multi-task and prioritize effectively under pressure
Work as a member of the Trust and wealth management team, or independently to meet goals and complete projects, as needed
Ability to hold and respect confidentiality of sensitive information
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Stay Connected - Join our Talent Community!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Stay Connected - Join our Talent Community!