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Trust Advisor Senior
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- UMB's Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals.
- The Trust Advisor team is one part of the client relationship team that is available to our high net worth clients.
- The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling complex situations.
- The Trust Advisor within our Private Wealth Management team builds long term relationships through quality customer service, including anticipating client needs, clear communication, effective client meetings and meeting client service level standards to ensure client satisfaction.
- You will provide investment management services for clients, including assessment of appropriate risk levels for the client or trust, high level investment updates and appropriate portfolio advice.
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