Job Description
Description
:At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages...