HNW Private Banking Relationship Manager

Cambridge Trust; Providence (RI); Presencial; USD 109.000 - 179.000; Jornada completa

Descripción de la vacante

Cambridge Trust - A Division of Eastern Bank is hiring an Experience Private Banking Relationship Manager to build and grow a portfolio in the Rhode Island market. You will oversee high-net-worth client relationships and work with internal partners to deliver comprehensive wealth solutions.

Requires 3+ years in banking, strong wealth knowledge, and ability to analyze complex financial information. Salesforce proficiency is preferred.

Formación

• 3+ years of banking experience in a client service or management role.
• Strong knowledge of financial institution policies and procedures.
• Ability to analyze complex financial information and provide recommendations.
• Proficient with banking applications and tools.

Responsabilidades

• Meets assigned goals for portfolio growth, referrals and new business including deposits, clients, wealth AUM, and revenue.
• Collaborates with internal partners to identify wealth opportunities and referrals.
• Acts as quarterback to ensure clients' banking solutions are implemented.
• Delivers high-level servicing to an assigned portfolio of clients and maintains relationships.
• Maintains knowledge of deposit, lending, and cash management solutions to serve as a trusted advisor.

Conocimientos

Credit knowledge

Wealth topics

Financial analysis

Salesforce

Educación

Bachelor's degree in business/finance

High school diploma or GED

Herramientas

Salesforce

Descripción del empleo

Cambridge Trust - A Division of Eastern Bank is hiring an Experience Private Banking Relationship Manager to build and grow a portfolio in the Rhode Island market. You will oversee high-net-worth client relationships and work with internal partners to deliver comprehensive wealth solutions.

Requires 3+ years in banking, strong wealth knowledge, and ability to analyze complex financial information. Salesforce proficiency is preferred.