Trust Sales Advisor
UMB Bank(2 days ago)
About this role
The UMB Private Wealth Trust Sales Advisor is responsible for building and managing relationships with ultra-high net worth clients, focusing on complex trust administration and delivering exceptional customer experience. The role involves client acquisition, trust and wealth planning, and collaboration with other financial professionals to provide tailored solutions.
Required Skills
- Trusts
- Wealth Management
- Client Relationships
- Estate Planning
- Asset Management
- Trust Administration
- Financial Planning
- Business Development
- Client Service
- High Net Worth
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