Wealth Relationship Manager III

Eastern Bank • Kennebunkport, ME • 2d ago

Responsibilities:

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 generations.

Maintains awareness of client's goals, income, and spending to manage relationship

Proactively advises and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services.

Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.

Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.

Develops and maintains strong centers of influence ("COI") network that can serve as referral network for potential prospects and new clients.

Engages with other lines of business within Bank to fully serve clients' financial needs

Participates in required annual Administrative Reviews of accounts

Provides expertise, guidance, and skill development support to other team members.

May directly supervise work of Client Service Associates and/or Senior Client Service Associates.

Education and Experience

Bachelor's degree in business, finance, or related field preferred

Minimum 10 years in financial services including:

5 years' experience working with high-net-worth individuals and families, privately held businesses, private partnerships, and non-profit organizations.

Skills/Knowledge

Knowledge of banking, lending, and wealth management products.

Strong business development, marketing, and client service skills;

Strong analytical, time management, and decision-making skills.

Ability to build new relationships with both centers of influence, potential clients, and referral sources.

Proven analytical and decision-making skills, with effective problem resolution.

Excellent communication skills, both verbal and written, including proper business letter and email writing.

Excellent client service skills.

Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.

Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.

Attention to detail.

Positive attitude, team player, and willingness to accept new assignments and pitch-in.

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