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Rockland Trust · 4 hours ago

Relationship Manager - Investment Management Group

Providence, RI

Full-time

Onsite

Senior Level

5+ years exp

Rockland Trust is seeking a dynamic and client-focused Relationship Manager to join their Investment Management Group in Providence, RI. The role involves building and maintaining strong relationships with high-net-worth clients, providing personalized services, and collaborating with financial consultants to meet clients' financial objectives.

Payments

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

Qualification

Financial services experienceTrust administration knowledgePortfolio managementFinancial planningWealth management principlesClient relationship managementTrust certificationsCFP® designationCommunication skillsInterpersonal skills

Required

A Bachelor of Arts or Science is required

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