Horizon Bank
Indianapolis, IN, USA
Job Overview
Responsible for managing fiduciary and investment-oriented client relationships in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent, and developing new personal trust business by providing Exceptional Service and Sensible Advice.
Administer various trusts; provide expert financial advice in the areas of trust, investments, tax planning and private banking. Manage a portfolio of existing clientele, including relationships that are: "of high value" and "high visibility" for the corporation, in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs). Work within a team to solicit, develop, service and retain client relationships.
The position title typically progresses from Trust Relationship Manager through Sr. Personal Trust Officer based on the advisor's education, certifications and experience with estate and generation planning,...