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Oldfields School

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Denver, Colorado

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Altamonte Springs, Florida

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Middlesex Savings Bank

Natick, Massachusetts

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Wealth Relationship Manager I
JOB SUMMARY Serves as primary relationship manager and advisor for affluent and high net worth individual (HNWI) clients and is responsible for developing and deepening client relationships through: a high level of client service; personal networking (internal and external) and business development efforts; and, through delivery of the bank’s credit and deposit solutions. Coordinates the overall client strategy in close partnership with other professionals on the team to meet the investment, trust, risk management, and planning needs of clients. With the exception of credit and deposit solutions, relies heavily on teammates for development of advice and implementation of solutions. Thrives in a team based approach to deliver the full suite of wealth management so


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