Trust Sales Advisor

UMB Financial Corporation

Texas, United States
Base: $110,250.00 - $235,810.00; bonus/equity: ann...
Hybrid
10+ years wealth management experience
Complex trust administration expertise
Ultra-high net worth client focus
The role is responsible for building and managing client relationships with Private Wealth's ultra-high net worth Trust market segment

Job Summary

  • The role is responsible for building and managing client relationships with Private Wealth's ultra-high net worth Trust market segment.
  • Candidates must possess a Bachelor's degree and 10+ years of experience in wealth management for HNW and UHNW clients.
  • UMB offers competitive benefits including paid time off, a 401(k) matching program, annual incentive pay, and comprehensive health coverage.

Matching Summary

The role is responsible for building and managing client relationships with Private Wealth's ultra-high net worth Trust market segment.

Salary

Base: $110,250.00 - $235,810.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) match, PTO, medical/dental/vision, adoption assistance

Skills & Requirements

Must-have

  • 10+ years wealth management experience
  • Complex Trust Administration expertise
  • Ultra-high net worth client focus
  • Business development and COI development
  • High emotional intelligence
  • Estate planning techniques knowledge

Nice-to-have

  • Supervisory or team leadership experience
  • Active in community organizations
  • Drafting complex estate plans
  • Demonstrated sales position experience
  • Leadership in professional organizations

Key Requirements

  • Bachelor's degree required
  • 10+ years wealth management experience
  • Experience in Complex Trust Administration
  • Understanding of investment strategies for UHNW clients
  • Knowledge of tax challenges for UHNW families

Work Rights

Not specified

Tailored Resume

Cover Letter