Associate Relationship Manager - Trust

Are you a driven and personable individual with a passion for building strong relationships? Do you have a background in trust and wealth management? First American is seeking an Associate Relationship Manager to join our team and support our trust clients. In this role, you will have the opportunity to work closely with high-net-worth individuals and families, providing them with personalized and comprehensive trust services. We are looking for someone who is detail-oriented, proactive, and able to thrive in a fast-paced environment. If you are ready to take the next step in your career and help our clients achieve their financial goals, we want to hear from you!

1. Cultivate and maintain strong relationships with high-net-worth individuals and families as their primary point of contact for trust services.
2. Provide comprehensive and personalized trust services to clients, including estate planning, investment management, and fiduciary services.
3. Collaborate with a team of trust professionals to deliver exceptional service and support to clients.
4. Conduct thorough reviews of client portfolios and make recommendations for adjustments or improvements.
5. Act as a trusted advisor to clients, offering guidance and advice on financial matters.
6. Proactively identify opportunities to enhance client relationships and provide additional services.
7. Ensure compliance with all regulatory requirements and internal policies and procedures.
8. Maintain accurate and up-to-date client records and documentation.
9. Monitor market trends and developments to make informed recommendations to clients.
10. Represent First American in a professional and ethical manner at all times.
11. Take ownership of client issues and concerns, and work to resolve them in a timely and satisfactory manner.
12. Stay informed about industry developments and best practices to continuously improve service delivery.
13. Participate in business development activities to expand the trust client base.
14. Collaborate with other departments within the organization to support the overall goals and objectives of the company.
15. Maintain confidentiality and discretion when handling sensitive client information.
16. Meet and exceed performance targets and contribute to the overall success of the trust team.

According to JobzMall, the average salary range for a Associate Relationship Manager - Trust in San Diego, CA, USA is $86,000 - $104,000 per year. This can vary depending on factors such as experience, education, and specific job responsibilities.

First American Financial Corporation provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals.