Senior Relationship Manager, Wealth & Fiduciary

Washington Trust Bank; Spokane (WA); On-site; USD 81,260 - 121,890; Full time

Benefits offered by this job

Health benefits

Financial benefits

Retirement benefits

Work/Life balance benefits

Job summary

A leading financial institution in Spokane is seeking a Wealth Management and Advisory Services professional. The successful candidate will manage client relationships, ensuring top-quality service and compliance with fiduciary standards. This role demands strong analytical and communication skills. Compensation ranges from $81,260 to $121,890, with opportunities for bonuses. Join a diverse environment committed to inclusion and wellness.

Qualifications

• Work experience in fiduciary relationship management.
• Proven analytical skills with complex data interpretation.
• Ability to collaborate effectively with diverse groups.

Responsibilities

• Coordinates client relationships and oversees service delivery.
• Develops and manages a profitable book of business.
• Participates in client relationship planning for key relationships.

Skills

Analytical skills

Communication skills

Interpersonal skills

Goal setting

Education

Bachelor's Degree in Finance, Accounting, Business or related field

Job description

A leading financial institution in Spokane is seeking a Wealth Management and Advisory Services professional. The successful candidate will manage client relationships, ensuring top-quality service and compliance with fiduciary standards. This role demands strong analytical and communication skills. Compensation ranges from $81,260 to $121,890, with opportunities for bonuses. Join a diverse environment committed to inclusion and wellness.