Private Banking Relationship Architect - Hybrid

Eastern Bank Careers; Providence (RI); Hybrid; USD 109,000 - 179,000; Full time

Job summary

Cambridge Trust - A Division of Eastern Bank is hiring an Experienced Private Banking Relationship Manager to grow the RI market. The role focuses on growing a private banking portfolio and servicing top private clients, collaborating with wealth, commercial, business banking, and retail teams to identify and secure new relationships.

Responsibilities include meeting deposit, wealth, lending, and revenue goals, acting as quarterback to deliver comprehensive banking solutions, and maintaining

Qualifications

• Bachelor’s degree in business, finance, or related field preferred.
• Minimum 3+ years of banking experience in a client service or management role.
• Strong knowledge of financial institution policies and procedures.
• Proficient with Salesforce or similar CRM.

Responsibilities

• Grow the private banking portfolio and service high-net-worth clients.
• Collaborate with Wealth, Commercial, Business Banking and Retail to identify new relationships.
• Act as quarterback to implement clients’ banking solutions.
• Meet deposit, wealth, lending and fee revenue goals for the portfolio.
• Prepare monthly client servicing and referral tracking reports.

Skills

Wealth management

Business development

Financial analysis

Client relationship management

Education

Bachelor’s degree in business, finance, or related field

Minimum 3+ years of banking experience

Tools

Salesforce

Job description

Cambridge Trust - A Division of Eastern Bank is hiring an Experienced Private Banking Relationship Manager to grow the RI market. The role focuses on growing a private banking portfolio and servicing top private clients, collaborating with wealth, commercial, business banking, and retail teams to identify and secure new relationships.

Responsibilities include meeting deposit, wealth, lending, and revenue goals, acting as quarterback to deliver comprehensive banking solutions, and maintaining