Relationship Manager - Wealth Management

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Relationship Manager - Wealth Management
The candidate will be providing thoughtful and objective advice to help clients succeed with their long-term financial goals. Establishing client calling plans, including routine administrative, operational, and investment review meetings. Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client. Compliance and risk management oversight. Retaining and expanding existing accounts and developing new businesses and promoting trust services. Continuing education through seminars, conferences, and related training (both trust and investment-specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications. Juris Doctor (JD) required. License to practice law in WI required, ability to practice in WI and MN preferred. 5-7 years of work experience in a relevant business environment is required. Should have excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision-making, organizing, executing and implementing plans, team building, and work coordination.

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