Private Client Relationship Manager
2 weeks ago
Description
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
Our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support.
As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.
Primary responsibilities include
Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition
Perform regular, proactive outreach to manage, deepen and retain the relationships, creating remarkable experiences
Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager
Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals
Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
Leverage Salesforce CRM tool to document client interactions in detail
Build an activity-based business development plan centered around proactive outreach and follow-up behaviors
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience
SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
At least two licenses required; additional licenses can be obtained within a specific time period upon hire.
Demonstrated success in a client-centric, proactive sales environment.
Experience in cultivating relationships
Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
Experience establishing and maintaining relationships with clients and internal partners.
Excellent written and verbal communication skills
Knowledge of industry regulatory requirements to ensure a sound control environment.
Upcoming Start Date:
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#li-Jh1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
-
Private Client Relationship Manager
2 weeks ago
Mattapoisett, United States Citizens Full timeDescription Private Client Relationship Manager - Dartmouth, MA Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking,...
-
Private Client Relationship Manager
2 weeks ago
Freetown, MA, United States Citizens Full timeDescription Private Client Relationship Manager - Dartmouth, MA Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking,...
-
Private Client Relationship Manager
2 weeks ago
Fall River, MA, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...
-
Private Client Relationship Manager
2 weeks ago
Needham, MA , USA, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
-
Private Client Relationship Manager
2 weeks ago
STONEHILL COL, MA , USA, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing...
-
Private Client Relationship Manager, Hingham, MA
2 weeks ago
Milton, MA, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
-
Fairhaven, MA, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
-
Private Client Relationship Manager, Hingham, MA
4 weeks ago
Hingham, MA, United States Citizens Full timeJob DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...
-
New Bedford, MA, United States Citizens Full timeJob DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...
-
Relationship Manager
2 days ago
Newton, MA, USA, United States Bank of America Full timeJob Title: Relationship ManagerJob Summary: We are seeking a skilled Relationship Manager to support our Financial Advisor team in developing and enhancing existing client relationships. The successful candidate will serve as a key point of contact for clients, assisting with client meetings, and implementing the team's client service model.Key...
-
Relationship Manager
18 hours ago
Newton, MA, USA, United States Bank of America Full timeJob Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships. Your primary responsibility will be to serve as a key point of contact for clients on...
-
Relationship Manager
4 weeks ago
Newton, MA, USA, United States Bank of America Full timeJob Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and maintaining strong relationships with our clients.Key Responsibilities:Support the Financial Advisor team in developing and implementing client service...
-
Relationship Manager
2 days ago
Newton, MA, USA, United States Bank of America Full timeJob Title: Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:We are seeking a highly motivated and detail-oriented Relationship Manager to join our team. As a key member of our Financial Advisor team, you will be responsible for supporting...
-
Strategic Relationship Manager
2 weeks ago
, MA, United States The TCW Group Full timeJob Title: Strategic Relationship ManagerThe TCW Group is seeking a highly skilled Strategic Relationship Manager to lead client experience by driving, developing, and broadening RIA Enterprise relationships. This role focuses on business development, relationship management, and overall commercial strategy at the RIA Enterprise platforms.Key...
-
Relationship Banker
1 month ago
, MA, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and helping them navigate their financial lives.Key Responsibilities:Engage with...
-
Relationship Banker
4 weeks ago
, MA, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and helping them navigate their financial lives.Key Responsibilities:Engage with...
-
Relationship Banker
1 month ago
Boston, MA , USA, United States Bank of America Full timeJob Title: Relationship BankerJob Summary:We are seeking a Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. You will also be responsible for accurately and efficiently processing cash...
-
Relationship Banker
4 weeks ago
, MA, United States Bank of America Full timeJob Title: Relationship BankerWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.Key Responsibilities:Accurately and efficiently process cash transactions for...
-
Relationship Banker
1 month ago
Boston, MA , USA, United States Bank of America Full timeJob Description:Brighton Financial Center is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately and efficiently processing cash...
-
Relationship Manager
3 weeks ago
Boston, MA, United States MassMutual Full timeThe Opportunity As a Relationship Manager within our Business Intelligence (BI) team, you will play a pivotal role in fostering strong connections with internal business areas. Your primary responsibility will be to understand their data needs and support business leaders’ ability to use data to drive results. The Team The RM/PM/BA Team, as part of...
