Transform the financial landscape as a Senior Regional Business Manager at EQ Bank. Focus on estate and trust services while enhancing client experiences and driving sales.

This position is pivotal in developing business for Concentra Trust through exceptional relationship management. You will actively engage with referral sources, maintain COI relationships, and work towards achieving defined sales targets. Your role includes assessing client needs and presenting tailored trust solutions to facilitate their financial goals.

Key Responsibilities:
• Develop COI network for estate and trust referrals
• Present information sessions to partners and clients
• Directly meet clients to assess trust needs
• Attend and represent at industry networking events




• Craft and present proposals for personal trust opportunities

Requirements:
• Juris Doctor preferred; TEP certification encouraged
• 7-9 years in estate and trust management
• In-depth knowledge of fiduciary and financial services
• Effective verbal and written communication skills
• Established network within the industry

Join EQ Bank to leverage your expertise in delivering holistic solutions and fostering lasting relationships with clients and referral partners.
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📌 Regional Business Manager for Trust Solutions (Alberta)
🏢 EQ Bank
📍 Alberta