Personal Trust Wealth Management Associate
Qualifications:
Candidates should have excellent oral and written communication , organizational, and relationship skills. Ability to take ownership of detailed tasks and follow through to completion is critical. Candidate must be able to work independently and with teams, depending on the situation. A basic understanding of private client wealth management and the desire to learn more complex investment and financial planning services is key to success.
Candidates should have 3 years or more of experience in trust administration or private client wealth management. Strong analytical and organizational skills are required to oversee client transactions, identify and resolve account issues and to ensure the accurate delivery and tracking of client services. Strong technical skills and attention to detail are needed. Interest in CFP,CTFA or related advanced degrees a plus.
$10.8 trillion in assets under custody/administration
$8.1 trillion in assets under custody
$1.2 trillion in assets under management
$130 billion in banking assets