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7-10 years of successful fiduciary account administration and client relationship management within a Private Wealth environment. The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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They will perform these duties with high proficiency and integrity acting in accordance with the Bank s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
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First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Strong technical knowledge of on and off-balance sheet products, fixed income markets, corporate clients cash management needs, general banking and investment management, competitors, innovation economy ecosystem, bank and investment client interface systems and reporting.
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Youll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
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Supports Wealth Management servicing and business acquisition goals through excellent client service, investment expertise, and portfolio management. This position partners with Wealth associates on the management of high net worth clients.
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The Change Management team within Citizens Wealth plays a critical role in understanding, planning, and implementing strategic initiatives. The Change Manager will collaborate with leaders from within Wealth Management, and cross-functionally with other business lines to implement assigned strategic initiatives.
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Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required Skill(s): Credit underwriting skills.
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Acts as an overall brand ambassador for SVB. In conjunction with Portfolio Management team, manages a portfolio of loans that requires ongoing monitoring and occasional restructuring. Bachelors Degree with 8-10 years of Portfolio and Relationship Management experience or High School Diploma/GED with 12-14 years of experience.
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In support of the independent risk oversight function, you will oversee FLU activities aligned with our key business lines and departments with a focus on the wealth management, Commercial capital markets, and the Private Banking business areas.
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Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence.
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Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
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Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
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This position identifies and solicits new fiduciary business for Wealth Management. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas.
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Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Demonstrated track record in new business development and client book management.
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Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities.
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wealth management jobs Company: Citizens in Beech-grove, Indiana
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