VP, Wealth Advisor- Trust & Wealth Position Available In Duval, Florida

Job Description:

Responsible for developing, managing, and maintaining revenuegenerating investment and trust relationships and assists in thedevelopment of retirement planning and corporate trust account newbusiness. Essential Job Functions 1. Develops leads and referralsfor revenue generating client investment and trust relationships.2. Partners with retirement planning and corporate trustspecialists to develop and build new business. 3. Establishes andmaintains mutually beneficial business relationships with externalreferral sources and internal bank partners, such as branchbankers, lenders, and other Bank employees. 4. Meets with andeducates Bank partners to position the value of Trust and Wealthcapabilities. 5. Creates market-wide business development plan inconjunction with the Managing Director, Chief Development Officer,Investment Advisors, and other Trust officers in leadership roles.6. Assists Trust officers with the development of individualbusiness development plans. 7. Provides management with insight onmarket industry trends, best practices, and product needs, andkeeps abreast of changing economic, legal, financial planning,investment trends, and general market and business issues affectingaffluent clients. 8. Establishes and maintains relationships withprospects and referral sources. 9. Coordinates and attends eventsas a representative of the Bank. 10. Ensures a high level ofcustomer service is established and maintained. 11. Assuresdelivery of quality fiduciary services to all clients of Trust andWealth in assigned market. 12. Meets revenue, growth, and retentiongoals. 13. Serves as liaison for the Bank Marketing group, asrequested. 14. Regularly exercises discretion and independentjudgment in performance of essential job functions. 15. Maintainsgood punctuality and attendance to work. 16. Follows Bank policy,practice, and procedures. Knowledge, Skills & Abilities 1.Knowledge of a broad range of personal financial planning/advisoryand investment management/asset allocation concepts. 2. Knowledgeof retail credit and traditional retail bank products for theaffluent market. 3. Knowledge of regulatory issues and legal issuesinvolving the day-to-day management of a Bank’s fiduciary functionnecessary to its successful operation. 4. Knowledge of policies andprocedures related to the Trust function. 5. Ability to communicateeffectively both verbally and in writing, including presentationskills. 6. Ability to demonstrate effective sales, interpersonaland relationship management skills. 7. Ability to lead in ateam-oriented environment. 8. Ability to work effectively anddemonstrate flexibility in a continually changing environment. 9.Ability to work independently to prioritize and complete assignedtasks and be self-motivated. 10. Ability to interpret legaldocuments. 11. Ability to establish, manage and maintain effectivebusiness relationships. 12. Ability to adapt well to change and toimplement change. 13. Ability to travel for business purposes. 14.Skill in using computer and Microsoft Office, including Word,Excel, PowerPoint, and Outlook. Basic Qualifications 1. Bachelor’sdegree in business, pre-law, finance, or accounting, orcommensurate work experience, required. 2. 5years of workexperience in high net worth sales, or related business developmentexperience in a financial, legal or nonprofit industry, required.3. Professional designation (i.e., CTFA, CFP®), preferred.