Wealth Relationship Manager : Holistic Planning
The Judson GroupBoston, MA, United States1 day ago
Job type
- Full-time
Job description
A well-established community bank in Boston is seeking a Relationship Manager for its Investment Management Group. This position involves delivering comprehensive financial solutions and nurturing relationships with high-net-worth clients. Ideal candidates will have 5-10 years of financial services experience, a strong commitment to client-first service, and a Bachelor’s degree. The role offers robust support for professional development and opportunities to make a meaningful impact on clients' financial well-being.
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Relationship Manager • Boston, MA, United States
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