Relationship Manager - Investments Management Group

Relationship Manager - Investments Management Group

Rockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Investment Management Group in Boston, MA.

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 and retirement planning goals, ensuring compliance with regulatory requirements and internal policies.

Required Skills And Experience

Benefits

Our goal is to offer our colleagues a generous benefits package and an environment that supports a healthy work-life balance. Benefits include : competitive compensation with performance incentive awards, health insurance, dental insurance, a 401K and DC plan for retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award-winning wellness program, and more.

Equal Opportunity

At Rockland Trust you’ll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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