Job summary The Trust Advisor is responsible for managing fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts. RESPONSIBILITIES: Account management of client trust accounts according to each of the legal documents directives. Ensure internal compliance and proper documentation requirements are met cons...
Job details JOB SUMMARY: The Senior Portfolio Manager job mandates a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The perfect candidate will hav...