Senior Private Wealth Team Lead
trustmark national bankPanama City, FL
Senior Private Wealth Team Lead
trustmark national bankPanama City, FL
yesterday
Industries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsAbout the role
Trustmark Bank is seeking a Senior Private Wealth Client Executive I/II to lead a team responsible for the administration of an 800-account books of business, ensuring accurate, compliant client services.
The role requires advanced knowledge of governance, strong MS Office skills, and the ability to communicate effectively with internal and external stakeholders. On-site collaboration with Wealth Management is essential for success.
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JOB OVERVIEW
Experience level
Senior
Location
Panama City, FL
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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