Senior Wealth Relationship Manager — High Net Worth

Eastern Bank; Saugus (MA); Presencial; USD 109 000 - 179 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Total Rewards benefits

Retirement plan

Health insurance

Resumo da oferta

Cambridge Trust - A Division of Eastern Bank seeks a seasoned Wealth Relationship Manager based in Saugus, MA. You will develop high-net-worth client relationships and deliver comprehensive wealth management solutions.

Responsibilities include acquiring new clients, managing portfolios, and coordinating with lending, cash management, and other bank segments to meet client needs. A strong liaison with COIs and proactive advisory approach are essential.

Qualificações

• CFP preferred.
• Bachelor’s degree in business, finance, or related field preferred.
• Minimum 10 years in financial services including high-net-worth clients.
• Strong business development, client service and analytical skills.

Responsabilidades

• Identifies and develops new clients to build wealth management relationships.
• Maintains awareness of client goals, income and spending to manage relationships.
• Proactively advises clients and prospects on available banking and wealth services.
• Manages all aspects of opening, administering and closing client accounts.
• Sets up new clients on trust accounting system for mailings and tax reports.
• Develops and maintains COI network for referrals.
• Collaborates with other bank lines to meet client needs.
• Participates in annual Administrative Reviews of accounts.
• Provides guidance and skill development to team members.

Conhecimentos

Relationship management

Business development

Client service

Communication skills

Analytical thinking

Time management

Formação académica

Bachelor’s degree in business/finance

CFP preferred

Ferramentas

Excel

PowerPoint

Word

Descrição da oferta de emprego

Cambridge Trust - A Division of Eastern Bank seeks a seasoned Wealth Relationship Manager based in Saugus, MA. You will develop high-net-worth client relationships and deliver comprehensive wealth management solutions.

Responsibilities include acquiring new clients, managing portfolios, and coordinating with lending, cash management, and other bank segments to meet client needs. A strong liaison with COIs and proactive advisory approach are essential.