Job Category: Wealth Management Sales & Service Degree Level: Bachelor's Degree About Us: At Eastern Bank...
and relationship personnel to evaluate, design, and monitor liability-based solutions for institutional clients, incorporating capital... and concise way. As a member of our Investment Strategist team, you will also collaborate with our manager research team...
objectives and models; and coordinate and communicate with Relationship Managers, Wealth Advisors and Client Portfolio Managers... meetings with clients, including multi-client seminars and one-on-one meetings alongside a relationship manager Represents...
Management. Our Wealth Management team pairs holistic wealth solutions, including tailored lending, with commercial banking... services, helping our clients achieve their financial goals. The Manager, Portfolio Management role will work within the...