Our client, a well-known and respected community bank in Connecticut, is seeking a Wealth Management and Trust Officer to join their team. This role is responsible for administering high-net-worth and trust accounts, developing new business, and supporting financial planning efforts.
Responsibilities:
Manage and administer trust and investment accounts, ensuring compliance with fiduciary standards.
Develop new business by following up on leads and participating in client meetings with senior wealth management officers, advisors, and bankers.
Support financial planning efforts and provide guidance to clients on wealth management strategies.
Build relationships with existing and prospective clients to support long-term growth.
Work closely with internal teams to deliver a coordinated approach to client service.
Qualifications:
2+ years experience in wealth management, trust administration, or financial planning.
Strong relationship management skills and the ability to engage with clients and prospects.
Knowledge of fiduciary principles and trust regulations.
Ability to work collaboratively with senior leadership and client-facing teams.
Studying for CFP or CFP Certification strongly preferred.