Wealth Management Officer

Wealth Management Officer

The main purpose of this job is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to clients through the sales of investment and trust services.

Wealth Management Officer Requirements :

• Knowledge of investment, trust, and estate planning fields
• Understanding of trust services including administration, tax, and investments
• Strong relationship building skills
• Excellent problem-solving skills
• Ability to travel using a company-supplied vehicle
• Motivated and self-starter mentality
• Strong team player
• Excellent communication skills
• Bachelor's degree
• 5+ years of related sales experience

Wealth Management Officer Responsibilities :

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.