About the role

Trustmark Bank seeks a Senior Private Wealth Client Executive I or II to lead a team responsible for administering a portfolio of about 800 accounts. The role involves coordinating transactions, overseeing client funds, asset movements, and collaborating with Private Wealth Advisors and operations. This position requires strong leadership, advanced Microsoft Office skills, and the ability to interpret policies and regulations; completion of SEI PLATO training and other external training is

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JOB OVERVIEW

Experience level

Senior

Location

Ridgeland, MS

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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