The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client relationships with Private Wealth’s ultra-high net worth Trust market segment. The PWTSA will grow and service an existing book of clients including many of PWM’s high-profile and more complex client relationships,in particularthose requiring complex trust administration. 

This role willidentifyopportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our mosthighly-complexand high-value client’s Trust and Investment Management accounts.

How you’ll spend your time: