Senior Trust Advisor I
Boston, MA
Job Description:
The Sr. Trust Advisor maintains and grows assets under management by working with clients, next generation beneficiaries and gatekeepers. Identifies other bank products and services as cross-selling opportunities to enhance existing client relationships. Prospects for new clients by asking for referrals from existing clients, cultivating a network through social contacts and community participation, as well as developing a network of external centers of influence (i.e. Attorneys, CPAs, etc.). Engages in complex trust and estate administration and fiduciary decision making.
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Senior Trust Advisor I
Boston, MA
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