Wealth Management Relationship Lead

Washington Trust Bank; Spokane (WA); On-site; USD 81,000 - 148,000; Full time

Benefits offered by this job

Annual bonus eligibility

Job summary

Washington Trust Bank is seeking a WMAS Relationship Manager to serve as a proactive financial partner, coordinating investment, trust, and fiduciary services for a high-value client book in Spokane, WA.

You will lead relationship planning, identify growth opportunities, and collaborate with product specialists to deliver integrated banking solutions while maintaining fiduciary standards and regulatory compliance.

Qualifications

• Bachelor's Degree in Finance, Accounting, Business or related field.
• Fiduciary relationship management experience.
• Analytical skills to interpret complex data.
• Strong written and verbal communication; interpersonal skills.

Responsibilities

• Coordinate and oversee complete client relationship.
• Retain and expand a specific book of relationships with superior service.
• Design and implement strategies based on client needs and fiduciary requirements.
• Understand all banking and financial needs across products; work with product specialists.
• Monitor client investment objectives and identify new opportunities.
• Ensure compliance and risk management in servicing clients.

Skills

Relationship management

Client service

Sales and business development

Risk management

Communication skills

Education

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

Job description

Washington Trust Bank is seeking a WMAS Relationship Manager to serve as a proactive financial partner, coordinating investment, trust, and fiduciary services for a high-value client book in Spokane, WA.

You will lead relationship planning, identify growth opportunities, and collaborate with product specialists to deliver integrated banking solutions while maintaining fiduciary standards and regulatory compliance.