Senior Wealth 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

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.