Sell trust and investment management products to high-net-worth individuals. Identify and develop prospects, advise on estate and tax planning, structure fiduciary solutions, manage complex client relationships, ensure regulatory compliance, and cross-sell bank products while meeting sales goals and participating in training.

Serve as primary client contact for high-net-worth individuals and families, building deep relationships, sourcing referrals, and developing customized wealth strategies. Coordinate specialists to deliver holistic services (investments, tax, estate, credit, insurance, philanthropic planning), prepare tailored meeting agendas and presentations, drive organic growth, close sales, and ensure smooth delivery while incorporating digital solutions to enhance client experience.