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Does anyone have metrics/best practices for Trust Officers/Relationship Managers in banks?

April 26, 2017Banks best practices managers metrics Officers relationship Trust

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Does anyone have metrics/best practices for Trust Officers/Relationship Managers in banks?

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I am seeking information on industry standards or best practices relative to Trust Officers/Relationship Managers for the following: # of clients on average Assets under Management in book of business Best practices assets and # of clients – when is it good to begin to purge/reassign clients Compensation based on size of book, experience, production levels, goals, etc. – base compensation and incentives (listed separately if possible) Thanks so much for your help. It is greatly appreciated.