SunTrust Banks Region Trust Advisor (Naples, FL) in Collier County, Florida
Req ID: W455328
Responsible for the fiduciary management of the client relationship within Private Wealth Management and is charged with retaining and growing the assets under management, providing financial solutions and mitigating the risk associated with fiduciary relationships. Expectations are that the client relationship will be expanded in terms of revenue and assets under management, that actions will be taken to strengthen client retention and that referrals will be made to other lines of business. Will bring in new clients through their networking with centers of influence and opportunities provided through community involvement. Is always in conformance with SunTrust policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Is an active member of the Relationship Management team. Reports to a Fiduciary Services Manager or Team Leader. The main difference between this position and those in the Wealth Management Advisory Centers is the level of complexity of the accounts assigned. Generally, the accounts in the field are the more complex relationships which demand a higher level of experience and frequent face to face customer interaction either as a member of the Relationship Management Team, or in the day to day course of delivering service to meet the clients needs.
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Typically has more than 10 years of fiduciary experience. Has an undergraduate degree and may have or working toward an advanced degree or license/certification (e.g. JD, MBA, CPA, CTFA or DFP). Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeocselfprintposter.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA_508c.pdf
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