Regions Bank Private Wealth Management Trust Advisor in Clayton, Missouri
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.
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At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
Provides guidance and solutions for the development and on-going maintenance of investment allocations, goals and objectives; typically manages small to mid-sized and/or moderately complex client relationships
Consistently generates new business opportunities
Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
Ensures that account administration complies with fiduciary principles
Coordinates client service activities with other wealth management partners
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.
Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
Advanced degree (e.g. Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA) or Master of Business Administration (MBA))
Certified Public Accountant (CPA)
Skills and Competencies
Ability to interpret and present complex topics in a concise and effective manner
Can confidently explain solutions, with a high degree of influence
Ability to manage multiple goals and deadlines
Excellent oral, written and organizational skills
Good analytical and problem-solving skills, including attention to detail
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Proficient presentation and sales skills
This position may be filled at a higher level depending on candidate's qualifications and relevant experience
Locations: This position may be filled in Clayton, MO or Fairview Hts, IL
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans