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Trust Portfolio Advisor
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Full-time
- Provide discretionary management for complex trust and high net worth portfolios in accordance with clients unique needs, governing documents, department guidelines, and fiduciary standards.
- Responsible for annual reviews of accounts, including reviews of special assets, including real estate, annuities, promissory notes, sundry assets, and life insurance.
- Collaborate closely with Trust Administration, Trust New Business Team, Advanced Branch Support, and other similar service areas.
- Expert-level understanding of investments and portfolio management strategies., Modern Portfolio Theory, Prudent Investor Rule, Uniform Trust Code, and Illinois Trust Code. Strong verbal and written communication skills with the ability to provide concise, relevant market commentary and explain sometimes complex investment terms to clients and colleagues.
- Proficiency in evaluating and distilling investment research.
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