Wealth Relationship Manager – IV

Eastern Bank

. Acquire and develop new high net worth personal and commercial relationships .

Posted 10/21/2026full-timeSaugus • Massachusetts • United StatesSeniorLead💰 $108,896 - $178,901 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in wealth management, focusing on high-net-worth individuals and families, while providing comprehensive financial services and client relationship management. Proven ability to develop new business relationships and maintain centers of influence to enhance client service and support.

Highest-signal resume keywords

10 Years In Financial ServicesWealth Management ExpertiseClient Relationship ManagementBusiness Development SkillsCFP Certification Preferred

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementFinancial ServicesAnalytical SkillsDecision-Making SkillsProblem ResolutionTime ManagementAttention To Detail

Soft Skills

Client Service SkillsVerbal Communication SkillsWritten Communication SkillsRelationship Building

Tools & Technologies

Trust Accounting SystemExcelPowerPointWord

Certifications & Qualifications

CFP Certification Preferred

Industry Keywords

High-Net-Worth IndividualsPrivate PartnershipsNon-Profit OrganizationsCenters Of InfluenceReferral Networks

About the role

Key responsibilities & impact

Acquire and develop new high net worth personal and commercial relationships
Provide comprehensive, needs-based wealth management advice
Present Eastern Bank / Cambridge Trust financial services to clients and prospects
Manage client relationships, including opening, administering, and closing accounts
Oversee setup of new clients in the trust accounting system
Ensure accuracy of mailings, tax reports, statements, and account information
Develop and maintain centers of influence referral networks
Engage with other bank lines of business to serve clients’ financial needs
Participate in annual administrative reviews of accounts
Provide expertise, guidance, and skill development support to team members
May directly supervise Client Service Associates and Senior Client Service Associates
Manage all administrative aspects of Wealth Management account portfolios

Requirements

What you’ll need

Minimum 10 years in financial services
10 years’ experience working with high-net-worth individuals and families, privately held businesses, private partnerships, and non-profit organizations
CFP preferred
Bachelor’s degree in business, finance, or related field preferred
Strong business development, marketing, and client service skills
Strong analytical, time management, and decision-making skills
Ability to build new relationships with centers of influence, potential clients, and referral sources
Proven analytical and decision-making skills, with effective problem resolution
Excellent verbal and written communication skills, including proper business letter and email writing
Excellent client service skills
Strong computer skills, including Excel, PowerPoint, and Word
Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels
Attention to detail

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Retirement plan
Vacation
Tuition reimbursement
Comprehensive compensation plans
Individual growth opportunities