Fiduciary Relationship Manager - Austin, TX - beBeeWealthAdvisor

    beBeeWealthAdvisor
    beBeeWealthAdvisor Austin, TX

    2 weeks ago

    Job title: Wealth Advisor/Trust Officer III-Austin

    Description

    Job Title:


    Wealth Advisor/Trust Officer III


    Austin Wealth Advisory Position


    This role is responsible for asset management growth, managing fiduciary relationships with proactive diligence. The candidate will provide exceptional client experience by understanding their whole situation and leveraging the bank's full capabilities to meet those needs.


    • Maintain contact relationships with clients to maximize relationship value.
    • Provide financial services to best serve clients' needs.
    • Built loyalty and drive profitable revenue growth through targeted client retention activities.

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    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · Manage client relationships: Oversee a portfolio of high-net-worth clients to ensure strong retention and contin ...

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