Senior Wealth Relationship Manager (HNW Growth)

Cambridge Trust; Saugus (MA); Presencial; USD 109 000 - 179 000; Tempo integral

Resumo da oferta

Cambridge Trust, a division of Eastern Bank, seeks a seasoned Wealth Relationship Manager based in Saugus, MA to grow and manage high net worth client relationships. You will provide objective wealth advice, coordinating banking, lending, cash management and investment services.

Strong business development, client service and communication skills are essential. CFP preferred and 10+ years in financial services. The role involves overseeing portfolio administration and may supervise junior staff.

Qualificações

• CFP preferred.
• Bachelor’s degree in business, finance, or related field preferred.
• Minimum 10 years in financial services, including work with high-net-worth individuals and families and related entities.
• Strong business development, marketing, client service, analytical, time management, and decision-making skills.
• Excellent communication skills, both verbal and written.

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 to present available financial services.
• Manages all aspects of opening, administering, and closing client accounts.
• Oversees setup of new clients with portfolio data for accurate reporting and mailings.
• Develops COI network to generate referrals and new business.
• Coordinates with other lines of business to serve clients’ financial needs.
• Participates in annual Administrative Reviews of accounts.
• Supports team members with guidance and skill development.
• May supervise Client Service Associates.

Conhecimentos

Business development

Marketing

Client service

Analytical

Time management

Decision making

Communication

Formação académica

Bachelor’s degree in business/finance

CFP preferred

Descrição da oferta de emprego

Cambridge Trust, a division of Eastern Bank, seeks a seasoned Wealth Relationship Manager based in Saugus, MA to grow and manage high net worth client relationships. You will provide objective wealth advice, coordinating banking, lending, cash management and investment services.

Strong business development, client service and communication skills are essential. CFP preferred and 10+ years in financial services. The role involves overseeing portfolio administration and may supervise junior staff.