Trust Relationship Manager Sr.

Synovus Financial Corp

Stc, GA, United States
On-site
Develops new investment relationships
Services existing account relationships
Adheres to fiduciary responsibilities
Synovus Financial Corp is seeking a Trust Relationship Manager Sr. to develop and manage investment management and trust relationships for clients, ensuring adherence to fiduciary responsibilities. The role emphasizes exceptional client service, collaboration with various professionals, and active involvement in the community to identify new business opportunities

Job Summary

  • Develops new investment management and trust relationships, services existing account relationships and adheres to our fiduciary responsibilities associated with the administration of accounts.
  • Partners with the Portfolio Manager on the investment strategies of accounts on behalf of our clients while delivering exceptional client service.
  • Serves as the primary point of contact for clients for any of their financial services needs and coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel and clients.

Matching Summary

Match Score: 85

Synovus Financial Corp is seeking a Trust Relationship Manager Sr. to develop and manage investment management and trust relationships for clients, ensuring adherence to fiduciary responsibilities. The role emphasizes exceptional client service, collaboration with various professionals, and active involvement in the community to identify new business opportunities.

Skills & Requirements

Must-have

  • Develops new investment relationships
  • Services existing account relationships
  • Adheres to fiduciary responsibilities
  • Partners with Portfolio Manager
  • Exceptional client service delivery
  • Community involvement and networking

Nice-to-have

  • Personal trust and estate planning advice
  • Private banking and investment advice
  • Coordination with external professionals
  • Team lead and staff development

Key Requirements

  • Senior Trust Relationship Manager experience
  • Knowledge of trust policies and procedures
  • Awareness of risk within functional area

Work Rights

Not specified

Tailored Resume

Cover Letter