Private Wealth Management Trust Advisor - Regions Bank - Little Rock, AR

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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career - a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.

At Regions, the Private Wealth Management Personal Trust Specialist is responsible for the client administration and acquisition of a small group of Personal Trust and Estate Plan accounts. Administration responsibilities include client meetings and compliance review of plan accounts. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations.

Primary Responsibilities

• Develop and retain trust and investment management clients
• Manage the set-up, implementation and administration of trusts and estates
• Keep abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
• Ensure that account administration is in compliance with fiduciary principles
• Coordinate client service activities with other wealth management partners
• Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives
• Assists/Generates new business opportunities

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Some knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
• Strong presentation and sales skills
• Excellent oral, written and organizational skills
• Good analytical and problem solving skills, including attention to detail
• Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.

Preferences

• Bachelors degree or equivalent experience
• At least five (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience

This position may be filled at a higher level, depending on qualifications and experience.

Position Type

Full time Little Rock Main Office Little Rock, Arkansas

EEO/AA/Minorities/Females/Disabled/Veterans

* This article was originally published here