What are the responsibilities and job description for the Wealth Management Relationship Manager position at Rockland Trust?
Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area.
The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.
Key Responsibilities:
- Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
- Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations.
- Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.
- Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.
- Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.
- Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.
- Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.
- Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.
Required Skills and Experience:
- A Bachelor of Arts or Science is required. Master's degree is appreciated.
- A minimum of 5-10 years' experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.
- Proven track record of building and managing client relationships.
- Commitment to serving as a fiduciary in the wealth management arena.
- Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.
- Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.
- Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.
- Trust certifications, attendance at Trust Schools, law degrees and CFP designation preferred.
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
"Rockland Trust is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. We recognize that in competitive financial services markets, employees make the difference between an ordinary company and an excellent one. Employees come to Rockland Trust with different backgrounds and experiences. These differences together can result in greater creativity, better insights, and improved decision-making, all vital to Rockland Trust's success in the New England marketplace.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 781.982.6198 or email Careers@RocklandTrust.com for assistance. "