Elite Private Client Advisor for Wealth Planning

Citizens; Woburn (MA); Sur place; USD 77 000 - 95 000; Plein temps

Avantages offerts par ce poste

Comprehensive medical, dental, and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Résumé du poste

A leading bank in Woburn is looking for a Private Client Relationship Manager to engage with affluent clients and provide personalized financial advice. Responsibilities include acquiring new clients, growing deposits, and enhancing client relationships. Ideal candidates will have 3–5 years in banking or wealth management, experience with high net-worth clients, and the required financial licenses. This full-time role offers a competitive salary and comprehensive benefits.

Qualifications

• 3–5 years of banking or wealth management experience.
• Experience with affluent and high net-worth clients.
• Required licenses: SIE, Series 6 (or 7), Series 63 (or 66).

Responsabilités

• Acquire and onboard new affluent clients.
• Grow net deposits and investments.
• Provide high-touch client experiences.

Connaissances

Client relationship management

Financial planning

Sales initiative

Communication skills

Formation

Bachelor’s degree

Outils

Salesforce CRM

Description du poste

A leading bank in Woburn is looking for a Private Client Relationship Manager to engage with affluent clients and provide personalized financial advice. Responsibilities include acquiring new clients, growing deposits, and enhancing client relationships. Ideal candidates will have 3–5 years in banking or wealth management, experience with high net-worth clients, and the required financial licenses. This full-time role offers a competitive salary and comprehensive benefits.