Investment Relationship Manager

Rockland Trust; Osterville (MA); On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A leading financial services firm in Osterville, MA, is seeking a Relationship Manager to build and maintain relationships with high-net-worth clients. This role involves providing personalized financial solutions and collaborating with internal advisors. The ideal candidate has 5-10 years of experience in the financial services industry and strong communication skills. This position offers a competitive salary and an annual bonus.

Qualifications

• 5-10 years’ experience in financial services or related field.
• Strong understanding of financial markets and investment products.
• Trust certifications preferred.

Responsibilities

• Develop relationships with high-net-worth clients.
• Provide personalized financial solutions.
• Maintain accurate records of client interactions.

Skills

Client relationship management

Financial analysis

Investment knowledge

Communication skills

Networking

Education

Bachelor's degree

Master's degree (preferred)

Job description

Overview

Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area. The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.

Base pay range

$150,000.00/yr - $170,000.00/yr

Additional compensation types

Annual Bonus

Key Responsibilities

• Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations.
• Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
• Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.
• Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.
• Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.
• Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.
• Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.

Required Skills and Experience

• A Bachelor of Arts or Science is required. Master’s degree is appreciated.
• A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.
• Proven track record of building and managing client relationships.
• Commitment to serving as a fiduciary in the wealth management arena.
• Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.
• Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.
• Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.
• Trust certifications, attendance at Trust Schools, law degrees and CFP designation preferred.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Industries

• Banking, Investment Advice, and Investment Banking