Senior Wealth Relationship Manager - Hybrid

Eastern Bank Careers; Saugus (MA); Hybrid; USD 109,000 - 179,000; Full time

Benefits offered by this job

Total Rewards benefits

Medical, dental, vision insurance

Retirement plan and tuition support

Job summary

Cambridge Trust, a division of Eastern Bank, seeks an experienced Wealth Relationship Manager in Saugus, MA to grow and manage a portfolio of high-net-worth clients. You will provide comprehensive wealth solutions and lead client engagements across banking, lending, cash management, and investments.

Ideal candidates bring 10+ years in financial services, a Bachelor's in business/finance, and strong business development and client-service skills.

Qualifications

• Bachelor's degree in business, finance, or related field preferred.
• CFP is preferred.
• Minimum 10 years in financial services including high-net-worth individuals and families, privately held businesses, private partnerships, and non-profit clients.

Responsibilities

• Identifies and develops new clients to build relationships for Wealth Management solutions.
• Maintains awareness of client goals, income, and spending to manage relationships.
• Proactively advises clients and prospects on available financial services.
• Manages all administrative aspects of client relationships and accounts.
• Sets up new clients with portfolios on trust accounting system to ensure accuracy of reports and statements.
• Builds and maintains COI networks for referrals and growth.
• Collaborates with other bank lines to serve client needs.
• Participates in annual Administrative Reviews of accounts.
• Provides guidance and coaching to team members.
• May supervise Client Service Associates.

Skills

CFP preferred

Business development

Marketing

Client service

Analytical skills

Time management

Decision making

Communication skills

Prioritization

Attention to Detail

Education

Bachelor's degree in business/finance or related field

Job description

Cambridge Trust, a division of Eastern Bank, seeks an experienced Wealth Relationship Manager in Saugus, MA to grow and manage a portfolio of high-net-worth clients. You will provide comprehensive wealth solutions and lead client engagements across banking, lending, cash management, and investments.

Ideal candidates bring 10+ years in financial services, a Bachelor's in business/finance, and strong business development and client-service skills.