Wealth Relationship Manager

Washington Trust Wealth Management is seeking an experienced detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy sound judgment and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers Wealth Advisors Financial Planners banking partners tax professionals and fiduciary specialists to deliver integrated wealth management ideal candidate brings strong relationship management capabilities sound fiduciary and operational judgment and the ability to work independently while collaborating effectively across Responsibilities:Client relationship management: Build and maintain strong long-term relationships with clients beneficiaries family members professional advisors and centers of reviews and planning coordination: Conduct regular review meetings to discuss relationship objectives administrative matters family needs service expectations investment coordination estate and financial planning issues and opportunities for additional knowledge and continuity: Maintain a thorough understanding of each clients family dynamics wealth structure estate planning objectives financial circumstances risk considerations and long-term growth: Identify opportunities to expand client relationships through Wealth Management and other Bank and risk management: Ensure adherence to internal policies regulatory requirements and risk issue resolution: Serve as a subject matter expert and escalation point for complex administrative improvement: Identify opportunities to improve processes strengthen controls and drive operational and regulatory support: Support audits and regulatory reviews by preparing documentation and responding to guidance: Mentor junior team members and provide guidance on best : Maintain accurate complete and up-to-date client records and :Bachelors degree in Finance Business Administration or a related field or equivalent of 5 years of experience in wealth management trust administration or financial services knowledge of trust and fiduciary administration investment operations and regulatory working with high-net-worth or ultra-high-net-worth clients designations such as CTFA or CFP are a attention to detail and strong analytical organizational and time management abilities with a proactive and client-focused written and verbal communication ability to manage multiple priorities in a fast-paced with wealth management systems CRM platforms and Microsoft Office ideal candidate has problem solving critical thinking and sound judgement skills as well as a keen focus on client and service excellence. The Relationship Manager will collaborate with colleagues across disciplines demonstrate a commitment to operational excellence and a growth mindset through process improvement and will have risk awareness and a strong compliance mindset. Location:We anticipate this role will be hybrid and based out of our Wealth offices in Providence Rhode Join UsSince 1800 Washington Trust has served as a trusted advisor committed to supporting the long-term financial well-being of our clients and communities. For more than a century we have delivered client-focused financial solutions to individuals families foundations endowments municipalities and businesses. As part of our team you will contribute to that continued success in an environment where people are valued empowered and heard. Our culture is rooted in integrity collaboration and a deep commitment to clients and : The good-faith reasonable base salary range for this role is $90000-$115000. Actual compensation will be based on relevant experience skills training certifications and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package. This base salary reflects one component of our competitive compensation package.