Wealth Management Relationship Manager III

Wealth Management Relationship Manager III

The overall goal is to deliver high-quality wealth management services to clients (existing relationships) and prospects (new business). Under general direction, this individual contributor is responsible for handling daily administration of wealth management relationships in consultation with various team members. This is the most experienced position in the job family and will be responsible for the most complex relationships. The relationship manager will strengthen existing relationships by providing efficient and timely client service and problem resolution.

Through ongoing servicing of the clients, this individual will generate referrals consistent with the annual incentive plan to support firm growth. In this position, the individual will participate in new business development and coordinate the necessary services during the onboarding process. This role will have a stronger emphasis on business development than others in the job family. This individual will have direct communication with the business development officer (Sales) regarding the needs of new clients, and then work closely with other departments (planning, trust, tax, and investments) to meet deliverables.

With respect to both new and existing clients, the relationship manager is responsible for overall client satisfaction and should strive to continuously improve processes and increase efficiency through the use of operational platforms. In this role, the individual will handle all aspects of financial planning, including preparation of the plan and presentation of the results to clients. This individual should proactively develop solutions to meet the client's wealth management objectives.

Generally maintains the account by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Utilizes wealth management knowledge, experience, and bank resources to identify opportunities for relationship enhancement and to recognize problems and provide solutions. Incumbent is expected to display professional maturity, judgment and experience. A certain degree of creativity, diplomacy and latitude is required.

When it comes to preserving and growing your wealth, you need an experienced firm to work with you through every financial phase of life, clearly understanding your goals today and tomorrow. No matter what phase you happen to be in, Beacon Trust has the knowledge, experience and services to guide you forward.

We understand that clients look to us for collaboration and, more importantly, leadership in developing sound and effective wealth management plans. "Innovating Wealth Strategy" articulates what we do and what we believe in. It speaks to our inherent drive to deepen every client relationship and to make every client's experience enriching and productive. Since each client is different, so too are the paths to their respective financial goals.

That is why we base our asset allocation strategies on 'your' personal financial risk preference–not ours. Therefore, to successfully guide our clients, it is essential that we have the deepest understanding of what they are looking to accomplish financially, both today and tomorrow.