Trust Advisor

The Trust Advisor provides trust/estate administration and relationship management services to assigned book of business and serves as the fiduciary expert for those relationships.The strategic focus of the Trust Advisor is engaging in fiduciary decision making by executing the terms of any plan or document in which PNC serves as trustee, executor, guardian, or agent while observing all PNC policies and procedures, including those related to risk management and compliance. Also the Trust Advisor develops, interprets and communicates basic estate planning issues to the client and fellow team members. The Trust Advisor manages less complex accounts and clients with less complex estate planning and administrative needs and is responsible for customer relationship growth while providing an exceptional client experience The Trust Advisor provides a high level of service to high net worth clients, including addressing their financial needs throughout various life cycles. Services include banking, investment management, trust and estate administration, financial and estate planning, capital markets and insurance solutions. REQUIREMENTS:BS/BA strongly preferred; demonstrated steps toward completion of a certification program (i.e. CTFA, CFP) or related experience. 4-7 years client service experience in the in high net worth industry required, preferably with in the Lexington Kentucky. Experience in fiduciary regulations, fiduciary tax issues and trust/estate administration, as well as estate/financial planning knowledge/skills is necessary.Ideal candidate will be possess: Accomplished level of fiduciary and estate/financial planning knowledge (technical expertise) Demonstrated leadership and relationship management skills, including ability to deliver personalized high touch service that reflects a deep understanding of client needs Successful demonstration of sales skills Business acumen-familiarity with financial markets and PNC Investment theory Effective communicator (both oral and written) Strong listening skills and ability to gather and interpret information Demonstrated customer service skills Computer skills and a knowledge of planning software programs Demonstrated knowledge of risk management and compliance issues Team player (working with own team and service partners) Interested individuals please submit your resume by selecting the "Apply Now" button. By selecting the "Apply Now" button you will be linked automatically to PNC's website to submit your resume. This is not, in and of itself, an application for employment. After your resume is submitted, it will be available for review and consideration by the recruiter for this position. If you are scheduled for an interview, you will be asked to complete an employment application at that time. Company: PNC Bank Location: Lexington, KY 40507 Status: Full Time, Employee Job Category: Accounting/Finance/Insurance Career Level: Experienced (Non-Manager) Reference Code: 479700 PNC offers an exceptional array of benefits, a competitive salary, a 401 (k) saving plan and an environment that offers not only support, but intellectual challenge and reward as well. For additional information, please visit our website www.pnc.jobs. We are an EOE, Drug/Smoke-Free Employer. M/F/D/V/SO.