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Rockland Trust · 3 months ago

Relationship Manager - Investments Management Group

Osterville, MA, United States

Full-time

Onsite

Mid, Senior Level

$150K/yr - $170K/yr

5+ years exp

Rockland Trust is currently seeking a Relationship Manager for their Investment Management Group in Osterville, MA, to support clients in the Cape Cod area. The Relationship Manager will oversee the administration of investment management portfolios and trusts while providing high-level client service and coordinating financial planning opportunities.

Payments

Responsibilities

Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates

Provide a very high level of client service to IMG’s clients

Recognize and coordinate financial planning opportunities and estate plan reviews

Support the new business efforts through teaming with new business officers and networking with centers of influence

Qualification

Investment managementWealth managementEstate planningTrust administrationPortfolio managementRelationship developmentClient serviceNetworkingTrust certificationsCFP® designationInterpersonal skillsCommunication skills

Required

A minimum of 5 – 10 years' experience in the financial services industry with knowledge of trust administration, portfolio management, estate planning, estate settlement and relationship development

A Bachelor of Arts or Science is required

Commitment to staying up to date on investment management, wealth management, estate planning and financial planning strategies and tactics

Excellent interpersonal, communication and relationship building skills

Proven abilities to develop and enhance client relationships building trust and providing competent advice on all aspects of their wealth management needs