Trust Officer - Vice President

Job Title Trust Officer

Corporate Title Vice President

Location Jacksonville, FL

Overview

Deutsche Bank's Wealth Management (WM) is looking for a Trust Officer to add to the team. As the Trust Officer you will be responsible for the management and oversight of Deutsche Bank's WM's wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts including charitable foundations, guardianships, and special needs trusts. You will have strong experience in fiduciary client service as well as administering multigenerational trusts.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration

• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

• Educational resources, matching gift, and volunteer programs

What You'll Do

• Effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts

• Administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk

• Assist new business officer in developing and closing select business leads

• Interface with other areas of the trust department such as the tax, investment, and real estate groups

• Participate in special projects, as required

How You'll Lead

• Work closely with private bankers to deliver high service level and develop personal relationships with clients and family members

• Expand and grow book of business by adding new relationships/assets developed from existing book of business and from external sources and opportunities

• Manage accounts in accordance with the Bank's policies and procedures and in accordance with sound fiduciary practices including annual administrative review of each account

Skills You'll Need

• Bachelor's Degree is required and professional licenses are preferred (CTFA/CFP)

• Extensive experience in fiduciary client service

• Knowledge and skills in the areas of trust & estate administration, estate planning strategies, and income, gift, and estate tax matters

Skills That Will Help You Excel

• Exhibit strong interpersonal communication skills; well-developed oral and written skills

• Strong organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making

Expectations

It is the Bank's expectation that employees hired into this role will work in the New York office in accordance with the Bank's hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Jacksonville, FL is $116,000 to $179,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

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