Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmington, Delaware
Description: GCC Consulting is at the momment seeking for Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this position will be dwelled in Delaware. For complete informations about this position opportunity kindly see the descriptions. Senior Private Client Fiduciary Advisor The candidate will be responsible for managing significant and often complex f! iduciary client relationships. Will be responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key consultant to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new relationships and expand existing relationships through cross selling of trust and other bank products. Often part of a team of professionals. Manages significant and often complex client relationships either as the primary point of contact, or as a member of a dedicated client team. Administers, either directly or through an associate, accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. Implements policies and procedures related to fiduciary and account administrative matters. Monitors account openings, asset fundings, distributions and terminations. Assumes responsibili! ty for overall client satisfaction. Maintains comprehensive kn! owledge of and coordinates the efforts of appropriate bank resources to ensure timely delivery of quality service and expand client relationships. Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs. Effectively communicates client needs and concerns to partners. Adds value to relationships by solving existing issues, pro-actively anticipating issues and taking preventive action. Educates client on bank products and services, emerging issues, and regulatory/tax changes. Advises client or team member on appropriate solutions. Identifies new business prospects and expands current relationships by cross selling bank products and services and participates in the development of new solutions to client need. Coordinates client presentations, bringing in additional experts as appropriate. Keeps abreast of current trends and changes in trusts and estates and tax and fiduciary law. Provide expert supp! ort, including proposals and presentations, for new business opportunities with prospects. Identify and develop additional opportunities with existing clients. Acts as a fiduciary resource to Private Client Advisors, Financial Consultants and other internal partners. Assists in new business development efforts with regional team and internal partners (Private Client Advisors, Financial Consultants, Investment Advisors, Relationship Managers, Private Bankers, Regional Insurance Coordinators, Centers of Influence, other business lines and support staff). Acts as a mentor for trust professionals.
The candidate should have a Bachelor's degree or 4+ years of equivalent training and/or work experience. A CTFA is preferred. A Master's degree or J.D. degree is also preferred. Must have 4 years of experience in administering fiduciary accounts or related legal business experience in a financial services industry including technical trust, planning experience.
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If you were eligible to this position, please send us your resume, w! ith salary requirements and a resume to GCC Consulting.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be opened on: Fri, 12 Jul 2013 05:17:27 GMT
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