Commercial Relationship Manager

Commercial Relationship Manager

Job Description:

A Commercial Relationship Manager role is open at Rockland Trust, with a focus on being client-centric and possessing a dynamic approach within the Investment Management Group

It is the responsibility of the Commercial Relationship Manager to cultivate and maintain strong bonds with high-net-worth individuals, offering a personalized level of service to IMG clients and supporting new business initiatives by partnering with IMG financial consultants and engaging with influential entities. Serving as the main contact for clients, the Commercial Relationship Manager must comprehend their financial aims and implement specialized solutions to address their diverse financial objectives.

Key Responsibilities:

• Establish and foster relationships with wealthy clients, comprehending their financial aspirations, risk appetite, and investment inclinations.
• Provide customized monetary recommendations and solutions after thoroughly assessing each client's financial status.
• Engage with our IMG team of internal consultants regarding financial planning, retirement strategies, investment supervision, personal insurance, estate planning, specialized support, and premier banking options.
• Function as a dependable counselor for clients, offering superior assistance and guaranteeing that their investment targets are in sync with their overall financial objectives.
• Take a proactive approach to pinpoint chances for expanding client relationships, growing assets under management, and attracting new business via referrals and networking channels.
• Stay abreast of changes in the industry landscape, regulations, and market dynamics, and relay important updates to clients.
• Tasked with overseeing the regular operations of accounts that encompass investment management, trusts that can be revoked or not, and estates.
• Record and track client interactions, investment selections, and retirement planning targets to meet regulatory and in-house guidelines.

Essential Expertise and Professional Background:

• Having a Bachelor's degree in Arts or Science is a requirement, with preference given to those holding a Master's degree.
• Candidates must possess at least 5-10 years of hands-on experience in the financial services industry or a closely related field, with a strong understanding of trust administration, portfolio management, financial planning, and estate settlement.
• Established record of developing and handling client associations.
• Devotion to fulfilling fiduciary duties within the realm of wealth management.
• Deep comprehension of financial markets, investment vehicles, and principles of wealth management, along with the skill to effectively communicate complex financial concepts to clients using clear and concise language.
• Proficient in building relationships and engaging effectively with clients to comprehend their needs, offering personalized investment advice and solutions.
• Displayed competence in excelling within a high-energy, ever-evolving atmosphere, prioritizing exceptional client care and boosting organizational outcomes.
• Trust certifications, attendance at Trust Schools, holding law degrees, and possessing the CFP designation are highly valued.

Benefits:

Our aim is to provide our employees with an exceptionally generous benefits package. We are committed to offering our colleagues a well-rounded benefits package and creating a work environment that encourages a healthy equilibrium between work and personal life.

• Attractive salary combined with incentives linked to performance
• Thorough health insurance coverage encompasses a wide range of healthcare services
• Dental Insurance plans
• The 401(k) and Defined Contribution (DC) Retirement Plan are instruments for individuals to set money aside for their post-career years
• LTD and Life Insurance policies provide individuals with a safety net by offering benefits in the event of disability or death, respectively
• Programs for reimbursing daycare costs help individuals offset expenses related to childcare services
• Financial aid is provided for educational expenses in both postgraduate and undergraduate studies
• Award-winning Wellness Program
• Initiatives designed to enhance the harmony between professional responsibilities and personal well-being, coupled with flexible perks selections

About:

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

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