| Location: |
IA-Other Dubuque
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH) |
| Salary Range: |
$50-110k depending on experience |
| Bonus & Incentives: |
Since they are looking at a broad range of experience... base salary can range between $50k - $110k |
| Position Responsibilities: |
Due to the growth of the Wealth Management Division, this bank is looking for someone to come in and help with administering some of their existing high-end client accounts. The majority of the time will be spent administering personal trust and investment accounts and managing client relationships. Although the job description places 10% of this person's duties focused on "business development," this person will have no revenue production goals. The hiring manager is flexible as to the level of experience required for this position. We would like to speak with professionals from junior to very senior trust administration professionals. |
| Education and Certifications/Licenses: |
Bachelors, JD, CTFA, CFP |
| Mandatory Minimum Qualifications: |
~Had a book of personal trust accounts to manage in the past
~Working knowledge of the investment process
~Good people skills (enjoy working with clients and team members)
~Willing to get acclimated to the community |
| Preferred Qualifications: |
~JD designation
|
| Additional Comments: |
Very reputable bank. Long employee tenure. Great working environment. Good quality of life. |
| Benefits: |
competitive
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
Yes |
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