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
- Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe 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
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
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 value diversity, equity and inclusion, and treat everyone with respect and professionalism. 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 UsAt 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 growthBackground 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
Wilmington, Delaware, United States Citizens Bank Full timePrivate Client Relationship Manager at [Company Name]Location: Newark, DEIndustry: Wealth and Asset ManagementWelcome to our team! We are currently seeking a dedicated Private Client Relationship Manager to join our reputable company. Our firm values building strong relationships with our clients and providing excellent wealth and asset management services.
-
Private Client Relationship Manager
4 weeks ago
Wilmington, United States Citizens Full timeDescriptionAt 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
3 weeks ago
Wilmington, United States Citizens Full timeDescriptionAt 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
3 weeks ago
Wilmington, United States Citizens Full timeDescriptionAt 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
6 days ago
Wilmington, United States Citizens Full timeDescriptionAt 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...
-
Senior Manager, Private Equity
2 weeks ago
Wilmington, Delaware, United States DSS Sustainable Solutions Full timeAllow us to introduce ourselves At dss , we are not just your average global operations consulting firm. We are a Purpose-driven company that exists to save lives and create a sustainable future – for our clients, our employees, and our communities. In pursuit of this Purpose, we put people at the center of everything we do, and we are a consultancy with...
-
Client Administrator III
2 months ago
Wilmington, United States M&T Bank Full timeOverview: As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and maintaining all daily activity including the collection of payments and investor waterfall distributions. Additionally, the team monitors and...
-
Client Administrator III
4 weeks ago
Wilmington, United States M&T Bank Full timeOverview: As part of the Loan Market Solutions Division, the CLO & Loan Administration team provides trustee & custodian services to sophisticated loan asset managers. Wilmington is responsible for tracking and maintaining all daily activity including the collection of payments and investor waterfall distributions. Additionally, the team monitors and...
-
Senior Commercial Relationship Manager
2 weeks ago
Wilmington, United States Wells Fargo Full timeAbout this role: Wells Fargo is seeking Senior Commercial Banking Relationship Managers to join our Emerging Middle Market team in the Pennsylvania/Delaware market. Learn about the career areas and other lines of business at www.wellsfargo.com/careers . In this role, you will: Independently develop, retain, and grow moderately complex client relationships...
-
Senior Commercial Relationship Manager
3 weeks ago
Wilmington, United States CareerBuilder Full timeAbout this role: Wells Fargo is seeking Senior Commercial Banking Relationship Managers to join our Emerging Middle Market team in the Pennsylvania/Delaware market. Learn about the career areas and other lines of business at www.wellsfargo.com/careers . In this role, you will: Independently develop, retain, and grow moderately complex client relationships...
-
Gcm Relationship Manager Iii
2 weeks ago
Wilmington, United States M&T Bank Full timeOverview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow...
-
Senior Commercial Relationship Manager
4 weeks ago
Wilmington, United States Wells Fargo Full timeAbout this role: Wells Fargo is seeking Senior Commercial Banking Relationship Managers to join our Emerging Middle Market team in the Pennsylvania/Delaware market. Learn about the career areas and other lines of business at www.wellsfargo.com/careers . In this role, you will: Independently develop, retain, and grow moderately complex client relationships...
-
GCM Client Administrator IV
2 months ago
Wilmington, United States M&T Bank Corporation Full timeLeads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) Administrator, Relationship Manager, Client Relations, Business, Client, Banking, Business Services
-
CLO Client Administrator III
2 months ago
Wilmington, United States M&T Bank Full timeOverview: Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client....
-
GCM Client Administrator III
1 month ago
Wilmington, United States tapwage Full timeOverview: Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client....
-
GCM Client Administrator III
4 weeks ago
Wilmington, United States tapwage Full timeOverview: Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client....
-
CLO Client Administrator III
4 weeks ago
Wilmington, United States M&T Bank Full timeOverview: Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client....
-
Client Service Manager
4 weeks ago
Wilmington, United States Compass Group USA Full time**We are hiring immediately for a** **Client Service Manager position.**: - ** Schedule**:Monday - Friday based on business needs.**: - ** $65000 - $75000 / year**: - ** Company Car and gas card**: - ** Field incentive bonus eligible** **The Client Services Manager has direct customer service contact with our clients in support of our vending programs...
-
Gcm Relationship Manager Ii
4 days ago
Wilmington, United States M&T Bank Full timeOverview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and...
-
Community Relationship Manager
4 weeks ago
Wilmington, United States Oak Street Health Full timeDescription Company: Oak Street Health Title : Community Relationship Manager Location: Varies The minimum and maximum base wage for this position is $71,160. This base pay does not include additional forms of compensation including bonuses, overtime, etc. Role Description Community Relationship Managers (CRMs) are an integral...
