Senior Private Wealth Client Leader
trustmark national bankRidgeland, MS
Senior Private Wealth Client Leader
trustmark national bankRidgeland, MS
yesterday
Occupations
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesAbout 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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