Senior Private Banking Relationship Associate

Eastern Bank; Boston (MA); Hybrid; USD 66,000 - 105,000; Full time

Benefits offered by this job

Benefits package

Total Rewards program

Job summary

Cambridge Trust - A Division of Eastern Bank is seeking an experienced Private Banking Relationship Associate for a Boston-based role with in-office requirements. The position involves advanced portfolio management, relationship oversight, and close collaboration with Business Development Officers to drive client growth.

The role emphasizes onboarding, cross-functional coordination, and delivering superior service to complex client relationships within Private Banking.

Qualifications

• Bachelor’s degree preferred or equivalent combination of training and experience.
• 5–7 years of banking/private banking/wealth management experience.
• Proven ability to manage complex client relationships and portfolios.
• Strong communication and servicing skills.
• Experience with bank systems and CRM platforms (e.g., Salesforce).

Responsibilities

• Act as primary portfolio management partner to assigned BDOs.
• Support business development and portfolio growth initiatives.
• Attend client and prospect meetings and assist in presentations.
• Lead onboarding activities coordinating across Operations, Compliance, Treasury, Wealth Management and Lending.
• Support escrow relationship administration and related operational requirements.

Skills

Portfolio management

Relationship management

Business development

Salesforce

Excel

Jira

CRM systems

Education

Bachelor’s degree preferred

Equivalent training/experience

Tools

Salesforce

CRM platforms

Microsoft Office

Jira

Job description

Cambridge Trust - A Division of Eastern Bank is seeking an experienced Private Banking Relationship Associate for a Boston-based role with in-office requirements. The position involves advanced portfolio management, relationship oversight, and close collaboration with Business Development Officers to drive client growth.

The role emphasizes onboarding, cross-functional coordination, and delivering superior service to complex client relationships within Private Banking.