Personal Trust Officer
Korea Exchange Bank
CA
4d ago

Act as a fiduciary to protect and manage customer’s wealth management strategies. Provide expertise and communication in trust and estate issues, working as a liaison between trust clients and various related agencies or advisors.

Administer and manage an assigned case load of personal trust accounts, estate settlements and personal agency accounts.

Build and maintain professional relationships with Tax and Legal Advisors. May actively engage in community and industry activities that create contact with prospective clients with the objective of actively promoting Exchange Bank products.

In this role you will : In this role you will

In this role you will

  • Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.
  • Perform annual oversight of trust tax reporting.
  • Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.
  • Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings;
  • arrangement of tax, legal and other professional services.

    To be successful in the role you will possess the following :

  • Trust, legal or accounting experience (corporate trustee preferred)
  • Knowledge of estate planning concepts
  • Strong relationship building / networking skills that gains trust and confidence
  • Solid problem solving abilities
  • Outstanding verbal and written communication skills
  • Flexibility & ability to work in an environment that is continually evolving
  • Knowledge of investments / tax / real estate
  • Who We Are

    Our Core Values - Commitment, Respect, Integrity, Teamwork

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