Principal - Wealth Relationship Management - Trust

Job Family: Wealth Management

Job Sub-Family: Wealth Relationship Management Career Specialization: Wealth Relationship Management - TrustCareer Stream: Professional

Sub-Family DefinitionWealth Relationship Management is responsible for the processes associated with wealth management relationship management, including the development of new client relationships and the maintenance of existing ones to enhance client satisfaction and loyalty. Activities may include: Assessing client needs, providing personalized financial advice, coordinating investment strategies, and ensuring effective communication between clients and the wealth management team. Specialty services such as estate planning, retirement solutions, and tax optimization strategies. Monitoring client portfolios, addressing client inquiries, and implementing strategies to deepen client engagement and drive business growth within the wealth management sector. Career Specialization DefinitionWealth Relationship Management - Trust is responsible for developing, managing, and growing trust and fiduciary client relationships while delivering financial, estate, and fiduciary solutions that align with client objectives. Activities may include relationship management, business development, trust administration oversight, and client advisory support. Other duties as assigned.