Job Summary: The Wealth Management Relationship Manager is responsible for administration and maintenance of personal trust, investment management and probate relationships, including proactive communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. There is a larger focus on investment management accounts with trust planning designed to transition wealth across generations. This position consults with and advises clients regarding planning opportunities as well as changes in laws and regulations affecting their accounts or other personal circumstances. This includes development of new private client relationships, primarily through sophisticated financial and estate planning for trust/asset ma
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