Contact: AVP, Recruiter II Samantha Arzu
195 Market St.
3 jobs with Eastern Bank
Develop new clients for through various referral sources, internal and external, and serve as Relationship Manager for both new and existing clients.
Collecting & analyzing of data for the creation of a comprehensive financial plan and build client financial profiles.
The incumbent will conduct primary research into individual companies, mutual funds, and ETFs to evaluate merit for inclusion in client portfolios;...