Trust & Fiduciary Specialist
Location: Billings, Montana
Description: Wells Fargo is in need of Trust & Fiduciary Specialist right now, this vacancy will be designated in Montana. For detail informations about this vacancy opportunity please give attention to these descriptions. Job Title:
Trust & Fiduciary Specialist
Requisition Number:
3742010
Schedule Type:
Regular
Work Hours:
40.00
Telecommute Option:
Not Indicated
MT-Billings
Location:
Job Description
Fiduciary expert that applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients. May partner with a Relationship Manager or play the role of a relationship Manager in serving clients. Contributes to growth of the wealth management business by participating in and initiating new client acquisition through leveraging fiduciary skills and knowledge in the marketplace. In some cases, may administer and manage the risk of moderately complex trust accounts in order to develop or expand WMG relationships. Responsible for sourcing new business and expanding current relationships by meeting with clients and prospects, and partnering with other WMG professionals in proactive, demand-creating activities. Serves as relationship manager or team member fo! r a book of business, identifying and addressing wealth manage! ment issues with clients, underwriting/accepting new accounts, administering, terminating and distributing moderately complex accounts of all types in collaboration with the Trust Centers. Proactively engages with clients in wealth planning related conversations; collaborates with partners to develop and propose solutions. Works with investment manager to assist in asset allocation, gathering information to value assets and developing investment strategy. May have a strategic business segment focus (i.e. charitable management, Special Needs Trust, Elder Services, Estate Management Services, Legacy Trust). Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions. Communicates directly with clients, business partners and Centers of Influence including external resources i.e. accountants, attorneys, who are related to the client relationship as part of day to day administration. Responsible for corporate regulatory an! d compliance standards.
Basic Qualifications
6+ years financial services industry experience.
Minimum Qualifications
Expert knowledge of complex estate planning techniques and fiduciary laws
In-depth knowledge of estate, gift and fiduciary income tax
Excellent written and oral communication skills
Preferred Skills
Local centers of influence.
JD, LL.M, CFP or CTFA
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If you were eligible to this vacancy, please deliver us your resume, with salary requirements and a resume to Wells Fargo.
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This vacancy starts available on: Wed, 01 May 2013 23:09:36 GMT
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