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Associate Relationship Manager

Position ID: JMS/AssocRelationship
Location: Boston MA

Associate Relationship Manager

Our client was recently ranked in the top 10 safest banks in North America by Global Finance Magazine based upon long term currency ratings and total assets of the 500 largest banks worldwide. They have a proven multi-asset class investment platform, cohesive wealth planning and trustee services, and tailored banking solutions. They are currently over $50 Billion in AUM and are continuing to grow.

 

They are looking for an Associate Relationship Manager that will provide trust administration and portfolio support to the Relationship Manager. They will work with 2 RMs but primarily with one. They must be someone who is looking to be promoted to a Relationship Manager. This person will work mostly with revocable trusts and must be self-manageable, a great communicator, and knowledgeable with trusts and investments. The type of clients are HNW individuals and families. They would prefer someone who is either credentialed - CFP, CPA, CFA, CTFA, MBA or pursuing a certification. The ideal candidate will have at least a CFP. 


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.


To apply for this position, submit your resume by choosing one or more of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

  • Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/AssocRelationship in the subject line.

 

  • Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/AssocRelationship

 

NO CALLS PLEASE

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