Elite Wealth Manager for Cape Cod Clients

Rockland Trust; Osterville (MA); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

401K and DC Plan

Tuition Assistance

Wellness program

Job summary

Rockland Trust is seeking a Relationship Manager for its Osterville, MA office. This role involves developing strong relationships with high-net-worth clients and providing tailored financial solutions. The ideal candidate will have 5-10 years of experience in the financial services industry, a relevant bachelor's degree, and excellent interpersonal skills. Rockland Trust offers a hybrid work environment and a comprehensive benefits package that includes health, dental, and retirement plans.

Qualifications

• Minimum 5-10 years' experience in financial services or related field.
• Proven track record of building and managing client relationships.
• Strong understanding of financial markets and investment products.

Responsibilities

• Develop and nurture relationships with high-net-worth clients.
• Provide personalized financial solutions based on client analyses.
• Collaborate with internal advisors on financial planning and investment management.

Skills

Client relationship management

Financial planning

Investment management

Trust administration

Communication skills

Interpersonal skills

Education

Bachelor of Arts or Science

Master's degree

Job description

Rockland Trust is seeking a Relationship Manager for its Osterville, MA office. This role involves developing strong relationships with high-net-worth clients and providing tailored financial solutions. The ideal candidate will have 5-10 years of experience in the financial services industry, a relevant bachelor's degree, and excellent interpersonal skills. Rockland Trust offers a hybrid work environment and a comprehensive benefits package that includes health, dental, and retirement plans.