Wealth Relationship Manager - Boston, MA

Only for registered members Boston, MA, United States

1 hour ago

Wealth Relationship Manager - This is a Hybrid role based in Saugus MA, supporting clients on the North Shore Hiring Range: $97,229 - $159,733 · The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; ...

Job description

Wealth Relationship Manager - This is a Hybrid role based in Saugus MA, supporting clients on the North Shore Hiring Range: $97,229 - $159,733

The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

Acquires and develops new high net worth relationships, both personal and commercial, to offer full array of financial services. Develops new client relationships that can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, and wealth management. Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts

Identifies and develops new clients to build a relationship with goal of providing Wealth Management solutions. Provides clients with objective, comprehensive, and needs-based advice for building and preserving wealth and transferring to future generatio
- ns.Maintains awareness of client's goals, income, and spending to manage relationsh
- ip.Proactively advises and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial servic
- es.Manages assigned client relationships, including all aspects of opening, administering, and closing of client accoun
- ts.Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account informati
- on.Develops and maintains strong centers of influence ("COI") network that can serve as referral network for potential prospects and new clien
- ts.Engages with other lines of business within Bank to fully serve clients' financial nee
- ds.Participates in required annual Administrative Reviews of accou
- ntsProvides expertise, guidance, and skill development support to other team membe
- rs.May directly supervise work of Client Service Associates and/or Senior Client Service Associat

es.Qualificatio

ns:Bachelor's degree in business, finance, or related field prefer
redMinimum 10 years in financial services includi
ng:5 years' experience working with high-net-worth individuals and families, privately held businesses, private partnerships, and non-profit organizatio
ns.Knowledge of banking, lending, and wealth management produc
ts.Strong business development, marketing, and client service skil
ls;Strong analytical, time management, and decision-making skil
ls.Ability to build new relationships with both centers of influence, potential clients, and referral sourc
es.Proven analytical and decision-making skills, with effective problem resoluti
on.Excellent communication skills, both verbal and written, including proper business letter and email writi
ng.Excellent client service skil
ls.Strong computer skills, including office software such as word processing, spreadsheet, and presentation applicatio
ns.Ability to prioritize, juggle a variety of tasks, and interact with staff at all leve
ls.Attention to deta
il.Positive attitude, team player, and willingness to accept new assignments and pitch-

in.

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