Private Wealth Management Trust Advisor
Company: Regions Bank
Location: Knoxville
Posted on: November 15, 2023
Job Description:
Thank you for your interest in a career at Regions. At Regions,
we believe associates deserve more than just a job. We believe in
offering performance-driven individuals a place where they can
build a career --- a place to expect more opportunities. If you are
focused on results, dedicated to quality, strength and integrity,
and possess the drive to succeed, then we are your employer of
choice.Regions is dedicated to taking appropriate steps to
safeguard and protect private and personally identifiable
information you submit. The information that you submit will be
collected and reviewed by associates, consultants, and vendors of
Regions in order to evaluate your qualifications and experience for
job opportunities and will not be used for marketing purposes,
sold, or shared outside of Regions unless required by law. Such
information will be stored in accordance with regulatory
requirements and in conjunction with Regions' Retention Schedule
for a minimum of three years. You may review, modify, or update
your information by visiting and logging into the careers section
of the system.Job Description:At Regions, the Private Wealth
Management Trust Advisor is responsible for the acquisition of
Personal Trust, Estate and Investment Management client
relationships. Responsibilities include prospecting, developing
internal and external business networks for the purposes of
generating new business opportunities, and participating in sales
presentations. In addition to client acquisition, the Advisor is
responsible for retaining and providing advisory services and
support to their existing client relationships.Primary
Responsibilities
- Performs perpetual discovery, assessing a client's financial
situation to retain & grow the client relationship
- Acts as a personal trust subject matter expert, overseeing the
most complex and sophisticated trust and investment management
client relationships
- Provides guidance and solutions for the development and
on-going maintenance of highly complex investment allocations,
goals and objectives
- Consistently generates large and complex new business
opportunities
- Keeps abreast of trends and developments in the trust and
investment management industry to ensure prudent administration and
investment management
- Partners with Trust Administrator to oversee the set-up,
implementation and administration of trusts, estates, IRAs, IMAs
and custody accounts
- Ensures that account administration complies with fiduciary
principles
- Coordinates client service activities with other wealth
management partners
- Mentors and coaches junior trust advisors
- May supervise other associates
- May assist in new product developmentThis position is exempt
from timekeeping requirements under the Fair Labor Standards Act
and is not eligible for overtime pay. This position is incentive
eligible.Requirements
- Bachelor's degree
- Twelve (12) years of Trust Administration, Estate/Tax Law,
Financial Planning or relevant experience
- Expert knowledge of trust principles and regulatory and tax
matters relating to the administration of trust accountsPreferences
- Advanced degree (e.g. Juris Doctorate (JD), Master of Laws
(LLM), Certified Public Accountant (CPA) or Master of Business
Administration (MBA))
- Certified Public Accountant (CPA)Skills and Competencies
- Consistently a top performer
- Ability to interpret and present complex topics in a concise
and effective manner
- Can confidently explain solutions, with a high degree of
influence
- Ability to manage multiple goals and deadlines
- Excellent oral, written and organizational skills
- Good analytical and problem-solving skills, including attention
to detail
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong presentation and sales skillsPosition TypeFull
timeBenefits InformationRegions offers a benefits package that is
flexible, comprehensive and recognizes that "one size does not fit
all" for . Listed below is a synopsis of the benefits offered by
Regions for informational purposes, which is not intended to be a
complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer ProgramPlease note, benefits and plans may
be changed, amended, or terminated with respect to all or any class
of associate at any time. To learn more about Regions' benefits,
please click or copy the link below to your browser.Location
DetailsKnollwoodLocation:Knoxville, TennesseeBring Your Whole Self
to Work We have a passion for creating an inclusive environment
that promotes and values diversity of race, color, national origin,
religion, age, sexual orientation, gender identity, disability,
veteran status, genetic information, sex, pregnancy, and many other
primary and secondary dimensions that make each of us unique as
individuals and provide valuable perspective that makes us a better
company and employer. More importantly, we recognize that creating
a workplace where everyone, regardless of background, can do their
best work is the right thing to do. OFCCP Disclosure: Equal
Opportunity Employer/Disabled/Veterans
Keywords: Regions Bank, Knoxville , Private Wealth Management Trust Advisor, Executive , Knoxville, Tennessee
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