For over 39 years our Wealth Management professionals have provided companies with complete servicing.
DESCRIPTION: Hilltop Bank's Wealth Management Department is a full service Trust department. Officers are responsible for the administration of Estates, Conservatorships, Investment Management Accounts, IRA's, Revocable and Irrevocable Trusts.
PRIMARY DUTIES/ RESPONSIBILITIES: • Attract, grow, and retain a portfolio of trust relationships • Maximize business development • Estate planning, and building custom portfolios • Personal trust and estate administration • Investment management • Facilitate client meetings and presentations • Compliance with state and federal regulations and department and bank policies • Provide opportunities for relationship building by involving oneself in civic and community organizations and industry related groups
QUALIFICATIONS: • Excellent client relationship skills • 3+ years of Trust Administration experience or Bachelor's degree in related field and less than three years Trust/Wealth Management experience • High level of accuracy, detail oriented • Proficiency with Microsoft Word, Excel • CTFA is a plus
Apply online at https://www.hilltop.bank/about/careers.