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KPB Trust Officer
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$92,000 a year
Full-time
- Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries.
- Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high net worth clients with complex financial needs.
- Advises Relationship Managers (RMs) and other partners on internal fiduciary issues.
- Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing client relationships.
- Reviews client estate planning and trust documents and advises RMs, attorneys, etc.
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