- JPMorgan Chase (Chicago, IL)
- …of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax ... trust . Job Responsibilities: * Analyze Wills and trust documents for legal, tax, administrative and investment... trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make… more
- JPMorgan Chase (New York, NY)
- …advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate ... investment decisions, including working with investors to ensure that the trust 's investment objective is appropriate for the needs of the trust and… more
- Regions Bank (Indianapolis, IN)
- …partners and teammates to identify and solidify new business opportunities focused on trust and investment management + Keeps abreast of trends and developments ... Manager + Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities… more
- City National Bank (Irvine, CA)
- …business * Familiarity with state tax laws, income taxation with respect to trust investment management principles, California and/or Nevada probate code * ... National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration, investment management, and planning opportunities in estate… more
- Regions Bank (Knoxville, TN)
- …accounts + Supports Trust or Wealth Advisors' retention and expansion of trust and investment management clients + Takes responsibility for ensuring all ... behalf of Regions Bank, and four (4) years of Trust Administration, Estate/Tax Law, Financial Planning, Investment ...of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience + Or Master of Business… more
- PNC (Pittsburgh, PA)
- …or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to ... are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee. Coordinates… more
- First Horizon Bank (Coral Gables, FL)
- …software, eg, Microsoft Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- Commerce Bank (Kansas City, MO)
- …wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... combination of education and experience required + 6+ years trust , bank or investment management experience required + Chartered Financial Analyst (CFA) and/or… more
- Columbia Bank (Portland, OR)
- …A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...opportunities through networking, referrals, and strategic outreach. + Manage investment portfolios in accounts and assigned accounts within the… more
- Regions Bank (Atlanta, GA)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment … more