06 Sep
|
Westport One
|
Newfoundland and Labrador
06 Sep
Westport One
Newfoundland and Labrador
Make an impact as a Regional Trust Officer Manager overseeing a comprehensive Wealth Management platform at a seasoned Regional Bank. This role blends compliance, profit oversight, and strategic team leadership. As a leader, you will manage a team of trust officers, ensuring adherence to compliance standards while driving business growth.
Your responsibilities include cultivating existing client relationships and capturing new business opportunities. This position requires a proactive mindset to navigate fiduciary challenges and develop an innovative wealth management strategy. Key Responsibilities:
- Manage and mentor a team of trust professionals
- Oversee profitability and compliance in Trust Management
- Deepen and cultivate client relationships effectively
- Drive innovative strategies to attract new business
- Shape the wealth management platform for the future
Requirements:
- 7-10 years in Personal Trust, Estate & Probate sectors
- 4-7 years of leadership experience in finance
- At least 7 years of personal financial planning
- Bachelor’s degree is required; JD, CFP®, CTFA preferred
- Robust analytical skills to identify fiduciary issues
Lead the transformation of wealth management by blending client care with strategic foresight and team excellence.
📌 Regional Trust Officer Manager Needed (Newfoundland and Labrador)
🏢 Westport One
📍 Newfoundland and Labrador