Trust Advisor - The Delaware Trust Company
Location: Wilmington, Delaware
Description: PNC Bank is looking of Trust Advisor - The Delaware Trust Company right now, this occupation will be designated in Delaware. Further informations about this occupation opportunity kindly read the description below. As a PNC Delaware Trust Company Trust Advisor, you will provide trust administration and relationship management services to an assigned book of Delaware trusts! .
In this role, you will support advisor teams across PNC Wealth Management in serving high-net-worth and ultra-high-net worth client relationships of which the Delaware trusts assigned to you are a part.
You will interact directly with clients on all matters relative to their Delaware Trusts as well as local-market client facing officers within PNC, attorneys and accountants.
With strong knowledge of fiduciary and estate planning topics, you will execute the terms of the trusts assigned to you while observing all PNC Delaware Trust Company policies and procedures including those related to risk management and compliance. You will also have the opportunity to develop, interpret, and communicate estate planning issues to clients and team members while helping to manage multifaceted accounts and service experiences of clients with sophisticated estate planning and administrative needs.
The successful candidate will have the following qualif! ications:
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A relevant Bachelor's degree or! equivalent
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5+ years client service experience, preferably in high net worth industry.
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High level of fiduciary and estate planning knowledge (technical expertise), and a solid understanding of financial markets
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Must be able to listen and interpret, gather objective information, negotiate, and respond or inspire at all levels of interaction
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Excellent leadership, relationship management, presentation, salesmanship, profiling, communication and customer service skills
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Ability to effectively communicate at all levels, internally and externally
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Strong computer skills and proficiency with technology desired
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JD, CFP or other professional certification preferred
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If you were eligible to this occupation, please give us your resume, with salary requirements and a resume to PNC Bank.
Interested on this occupation, just click on the Apply button, you will be redirected to the official website
This occupation starts available on: Tue, 03 Sep 2013 17:13:52 GMT
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