Senior Wealth Management Relationship Manager

Washington Trust Bank; Seattle (WA); On-site; USD 138,567 - 241,107; Full time

Benefits offered by this job

Health Benefits

Financial Benefits

Retirement Benefits

Job summary

A financial services company in Seattle seeks a Wealth Management Relationship Manager to act as a trusted financial partner. This role involves overseeing client relationships, identifying business development opportunities, and ensuring risk management compliance. The ideal candidate will have a Bachelor's in Finance and experience in fiduciary management. Competitive compensation ranges from $138,567 to $241,107 based on role level and qualifications, plus participation in an annual bonus plan.

Qualifications

• Proven work experience in fiduciary relationship management.
• Ability to interpret complex data (determining risk, assessing complexity of accounts).
• Ability to collaborate and work effectively with diverse groups.

Responsibilities

• Oversee complete client relationship.
• Proactively investigates opportunities for expanding market share.
• Manage risk and compliance aspects efficiently.

Skills

Analytical skills

Communication skills

Interpersonal skills

Goal setting

Education

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

Job description

A financial services company in Seattle seeks a Wealth Management Relationship Manager to act as a trusted financial partner. This role involves overseeing client relationships, identifying business development opportunities, and ensuring risk management compliance. The ideal candidate will have a Bachelor's in Finance and experience in fiduciary management. Competitive compensation ranges from $138,567 to $241,107 based on role level and qualifications, plus participation in an annual bonus plan.