Wealth Fiduciary and Portfolio Management Sales Officer

What you'll be doing: Maintain and develop good working relationships with SASG, PA teams, Integrated Relationship Management (IRM) partners, and other related internal professionals to assure quality service and enhance cross-sell opportunities. Keep up to date on legal issues, regulations, investments, tax issues, trends and developments in the trust arena. Keep abreast of economic, market and investment conditions. Establish and maintain mutually beneficial referral and business relationships with outside COIs such as Certified Public Accountants (CPAs), attorneys, local advisory board members, civic associations and other individuals and organizations that will enhance business development efforts.

What your background should be: Seven years of progressively responsible sales experience working with affluent clients in trust, investments or financial planning. Demonstrated aptitude for client relationship management and business development. Strong interpersonal, and written and verbal communication skills. Demonstrated proficiency using standard computer applications such as Microsoft Office products. Ability to travel, occasionally overnight.

Who is the client company: Offer clients a complete range of financial services including banking, lending, insurance, trust, and wealth management solutions.; If you are interested in this position, send your resume to apply@kochdavis.com