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Sep 28, 2005 12:00 PM
Job 5553: Senior Trust Officer
Location State: IL
Base Salary: 70,000 - 75,000+ DOE
Bonus & Incentives: Two Bonus/Incentive Programs: 1) Up
to 12% Corporate Performance Bonus paid annual per business &
individual results, and 2) Graduated Sales Incentive Plan starting
at 20%.
Position Responsibilities: Multi-Billion dollar financial
institution boasting exceptional ROE & over a dozen years of
record breaking financial performance seeks talented trust
professional with potential for Senior Management role. As a
seasoned member of team, you will 1) Manage a portfolio of over 250
personal trust client relationships, 2) Manage the larger, more
complex client relationships of the Trust Division, 3) Monitor
account activity and portfolio mix to ensure that client's
established investment guidelines are always met, 4) Work with
Trust Sales Manager to develop sales strategies to attract new
Trust clients and to expand existing Trust relationships, and 5)
Achieve annual negotiated performance standards.
Education and Certifications/Licenses: Bachelors, CTFA, CFP
preferred - not required
Mandatory Minimum Qualifications: 7+ years in Personal Trust
including excellent client management skills; Demonstrated sales
skills/experience within the financial services industry;
Investment knowledge; Effective written and verbal communication
skills; PC literate, and Some trust employee benefits experience a
plus.
Preferred Qualifications: Proven ability to consistently
meet performance goals coupled with demonstrated Sales/Client
Relationship Management experience.
Additional Comments: Client seeks qualified candidate to fit
into Trust Department succession plan. Candidates with knowledge of
and contacts within firm's market area will be given considerable
weight. Recruiter will readily share details with interested and
qualified candidates.
Benefits: Medical, Dental, Vision, Life & AD&D,
Short & Long Term Disability, Profit Sharing, 401k and Pension
Plan, 4 weeks paid vacation, paid holidays, Dependent Care
Benefits, and more
Overnight Travel: None Listed
Relocation Assistance: Yes
Special Note: Please respect our recruiting members' time by
only replying to positions where your experience meets the
qualifications specified. Due to the large volume of responses we
receive we regret we are unable to respond to every
applicant.
To apply for this Job: please send your resume to
<renaissance@nbn-jobs.com>
and reference the job number.
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