Trust and Estates/Attorney/In House/Wilmington, Delaware
Location: Wilmi! ngton Delaware
Description: GCC Consulting is employing Trust and Estates/Attorney/In House/Wilmington, Delaware right now, this occupation will be placed in Delaware. More details about this occupation opportunity please read the description below. Senior Private Client Fiduciary Advisor Duties: Will be responsible for managing significant and often complex fiduciary client relationships. Responsibilities include: Assessing and managing risk. Exercise fiduciary discretion and judgment. Adherence to policies and procedures related to account administrative activities. Acts as key consultant to clients; developing and implementing solutions. Identifies opportunities to create new relationships and expand existing relationships through cross se! lling trust and other bank products. Manages a significant and! often complex client relationships. Acts as a Fiduciary resource to Private Client Advisors, Financial Consultants and other internal partners.
Qualifications : A J.D. or Master s degree; CTFA preferred. A Bachelor s degree or equivalent training and/or work experience. 7+ years of experience administering fiduciary accounts or related legal/business experience in a financial services industry including technical trust/ planning experience. Excellent investment knowledge of asset allocation strategies. Demonstrated thorough knowledge of fiduciary business. Strong oral and written communication skills. Strong customer focus is needed. Proficiency with MS Office including Work and Excel. Some overnight travel may be required.
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If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to GCC Consulting.
If you interested on this occupation just click on the Apply button, you will be! redirected to the official website
This occupation starts available on: Thu, 06 Feb 2014 11:38:36 GMT
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