Senior Wealth Relationship Manager

Washington Trust Bank; Seattle (WA); On-site; USD 139,000 - 241,000; Full time

Job summary

Washington Trust Bank's WMAS division seeks a proactive Relationship Manager to serve as a trusted financial advisor to clients in Seattle, coordinating investment, trust, and fiduciary services while driving business development.

You will manage a defined book of relationships, collaborate with product specialists, uphold fiduciary standards, and lead client experience through strategic planning and effective risk management.

Qualifications

• Bachelor's degree in finance, accounting, business or related field.
• Experience in fiduciary relationship management.
• Analytical skills to review complex data and assess risk.
• Excellent written and verbal communication.
• Strong interpersonal skills and collaboration across teams.
• Ability to set and achieve challenging goals.

Responsibilities

• Coordinate and oversee complete client relationships.
• Retain and expand a book of business with superior service.
• Design and implement strategies based on client needs and fiduciary requirements.
• Understand all banking and financial needs of relationship clients with Bank products.
• Develop strategies for proactive client contact and relationship planning.
• Monitor client objectives and identify additional opportunities.

Skills

Analytical skills

Written & verbal communication

Interpersonal skills

Collaboration

Goal setting

Education

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

Job description

Washington Trust Bank's WMAS division seeks a proactive Relationship Manager to serve as a trusted financial advisor to clients in Seattle, coordinating investment, trust, and fiduciary services while driving business development.

You will manage a defined book of relationships, collaborate with product specialists, uphold fiduciary standards, and lead client experience through strategic planning and effective risk management.