The successful candidate will benefit from having:
- Bachelors degree preferred.
- 3 - 6 years experience in financial servicing/accounting fields, with client servicing background
- Knowledge of trust or asset management, finance, and/or relevant business segment specific issues, usually acquired through work experience, is required to manage client relationships and consult on client needs.
- Skills in negotiation, leadership, sales, and client servicing are necessary to service the client relationship.
- Knowledge of applicable industry laws and regulations, usually acquired through prior work experience.
- Knowledge of portfolio management concepts, usually acquired through formal education or experience, is needed to consult on client needs.