Trust Sales Advisor
UMB Bank
full-time
Posted on:
Location Type: Hybrid
Location: Albuquerque • Arizona • New Mexico • United States
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Salary
💰 $99,750 - $214,370 per year
About the role
- Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach
- Steer administration of Client’s wealth and trust accounts by being trusted partner
- Lead high performance service delivery to clients by coordinating team delivering services
- Manage and expand high-profile client relationships
- Provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives
- Lead a proactive, high-touch communication plan for all clients
- Provide wealth management subject matter expertise
- Participate in and attend meetings and functions as assigned
- Create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals
- Other duties as assigned
- Serves as the primary driver of new trust relationships for the market
- Coordinates and assigns the team members of new trust relationships transitioning those accounts to those team members
Requirements
- Bachelor’s degree
- 10+ years’ experience in wealth management for HNW and UHNW clients
- Or combination of education and experience that provides an equivalent background
- One or more of the following credentials: MBA, CFA, CFP®, CPA, CTFA, or JD (preferred)
- Supervisory or team leadership experience (preferred)
- 5+ years in demonstrated sales position (preferred)
- Experience in Complex Trust Administration
- Business Development & COI Development
- Strong Leadership Skills
- High level of emotional intelligence
- Excellent communication and presentation skills
- Expert on wealth management issues pertinent to UHNW families
- Strong relationship management skills
- Ability to address client concerns and needs
- Demonstrates understanding of investment strategies utilized by UHNW clients
- Demonstrates understanding of tax challenges of UHNW clients
- Familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management
- Demonstrates extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning)
- Ability to identify and find solutions for unique assets of UHNW client including, commercial properties, LLCs, oil and gas, alternative energy, ranch and farm properties
- Active in community and professional organizations; considered a leader in the community (preferred)
- Experience drafting complex estate plans for ultra-high-net-worth individuals (preferred)
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth managementcomplex trust administrationestate planninginvestment strategiestax challengestrust productsbank productsasset managementLLCslimited partnerships
Soft Skills
leadershipemotional intelligencecommunicationpresentationrelationship managementclient needs assessmentproblem-solvingteam leadershipbusiness developmentnetworking
Certifications
MBACFACFP®CPACTFAJD