The role involves fulfilling fiduciary responsibilities for KeyBank by administering complex trust accounts and providing expert counsel to high net worth clients
Job Summary
The role involves fulfilling fiduciary responsibilities for KeyBank by administering complex trust accounts and providing expert counsel to high net worth clients.
Candidates must actively manage trust administration and settlement while retaining existing profitable relationships and producing new revenue.
This position offers a base salary range of $71,000.00 to $125,000.00 annually with eligibility for incentive compensation.
Matching Summary
The role involves fulfilling fiduciary responsibilities for KeyBank by administering complex trust accounts and providing expert counsel to high net worth clients.
Salary
Base: $71,000.00 - $125,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package eligible
Skills & Requirements
Must-have
5 years client advisory experience
fiduciary trust administration expertise
high net worth client management
Nice-to-have
proactive client engagement skills
cross-functional team collaboration
strategic business development agility
Key Requirements
Undergraduate degree in accounting or finance
Minimum 5 years of fiduciary advisory experience
Experience with ultra-affluent clients and private banking