Current jobs related to Private Client Relationship Manager - DETROIT - Citizens

  • Client Relationship Manager

    1 week ago

    Detroit, United States Ernest Full time

    Ernest is currently in search of a Client Relationship Manager (Outside B2B Sales Rep) for our division located in Farmington Hills, MI This is a full-time position that offers a competitive base salary, commissions, bonuses, along with a wonderful company culture.For over 75 years, Ernest has been committed to the success of our extended family, our...

  • Relationship Manager

    2 months ago

    Detroit, Michigan, United States Fifth Third Bank, N.A. Full time

    Job Title: Relationship Manager 3We are seeking a highly skilled Relationship Manager 3 to join our team at Fifth Third Bank, National Association. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional...

  • Client Relationship Representative

    2 weeks ago

    Detroit, Michigan, United States First Merchants Bank Full time

    Job SummaryWe are seeking a highly skilled Client Relationship Representative to join our team at First Merchants Bank. As a key member of our banking center, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth through the sale of bank products and services.Key...

  • Senior Client Relationship Manager

    3 days ago

    Detroit, Michigan, United States Golden Reserve LLC Full time

    About this RoleAt Golden Reserve LLC, we're seeking an experienced Client Services Specialist to join our team. This is a unique opportunity to work in a dynamic and innovative financial services company that's redefining the industry.Key ResponsibilitiesManage our client sales process, including building client roadmaps and delivering world-class...

  • Director of Private Bank

    3 weeks ago

    Detroit, United States Huntington National Bank Full time

    Description Summary: The Director of Private Bank is the leader of the primary sales and relationship management colleagues of the Private Bank, who are responsible for planning and executing strategies to manage and increase the wealth of high net worth and ultra-high net worth clients. The Director of Private Bank leads a team of Regional Managers...

  • J.P. Morgan Wealth Management

    1 month ago

    Detroit, United States JPMorganChase Full time

    Job DescriptionJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...

  • Commercial Banking Relationship Manager

    3 weeks ago

    Detroit, Michigan, United States Fifth Third Bank, N.A. Full time

    Job Title: Relationship Manager 3We are seeking a highly skilled Relationship Manager 3 to join our team at Fifth Third Bank, National Association. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional...

  • Private Development Practice Director

    2 weeks ago

    Detroit, Michigan, United States The Mannik & Smith Group Full time

    Job OverviewThe Mannik & Smith Group, Inc. is seeking a highly skilled and experienced Private Development Practice Leader to join our team. As a key member of our organization, you will be responsible for ensuring organizational effectiveness by providing direction and assistance to the Private Sector initiatives within MSG, identifying expansion...

  • Senior Client Success Manager

    1 week ago

    Detroit, Michigan, United States Amy Cell Talent Full time

    Job DescriptionAt Amy Cell Talent, we're seeking a highly skilled Senior Client Success Manager to join our team. As a key member of our Client Success team, you will be responsible for developing and maintaining strong relationships with our institutional partners, ensuring they achieve their goals through our Faculty Success Program (FSP).About the RoleThe...

  • Relationship Manager III, Corporate Mortgage Finance

    4 weeks ago

    Detroit, United States Huntington National Bank Full time

    Description Summary: Relationship Manager III for CSG - Corporate Mortgage Finance , will be an integral component to the building out of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a point person in determining the customer’s needs, meeting them through the seamless delivery of the bank's products, services...

  • Pharmacy Relationship Manager

    4 months ago

    Detroit, United States America's Pharmacy Group, LLC Full time

    Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You...

  • Senior Client Success Manager

    2 months ago

    Detroit, United States NCFDD Full time

    Are you passionate about building long-lasting customer relationships and optimizing processes that truly make a difference, and doing that while working with one of the fastest growing and coolest companies in Detroit? Please read on!About NCFDDNCFDD isn’t just a company; it’s a catalyst for change.We’ve empowered over 300,000 faculty members at 350+...

  • Senior Client Success Manager

    2 months ago

    Detroit, United States NCFDD Full time

    Are you passionate about building long-lasting customer relationships and optimizing processes that truly make a difference, and doing that while working with one of the fastest growing and coolest companies in Detroit? Please read on!About NCFDDNCFDD isn’t just a company; it’s a catalyst for change.We’ve empowered over 300,000 faculty members at 350+...

  • Commercial Relationship Manager II

    3 weeks ago

    Detroit, Michigan, United States Fifth Third Full time

    Job Title: Commercial RM IIAt Fifth Third Bank, we're committed to making banking a better experience for our customers. As a Commercial RM II, you'll play a key role in driving business growth and development within our commercial banking division.Key Responsibilities:Prospect for new business opportunities and develop strategic plans to achieve financial...

  • Wealth Planning Expert: Wayne, PA

    6 days ago

    Detroit, Michigan, United States Corient Private Wealth LLC Full time

    Wealth Planning Internship OpportunityCorient Private Wealth LLC is seeking a highly motivated and detail-oriented individual to join our team as a Wealth Planning Intern. This internship will provide valuable experience in the financial planning industry and support our Financial Planning Team.Key Responsibilities:Prepare materials for client presentations,...

  • Client Relationship Representative

    3 days ago

    Detroit, United States First Merchants Bank Full time

    First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We...

  • Client Relationship Representative

    4 days ago

    Detroit, United States First Merchants Bank Full time

    First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We...

  • Client Relationship Representative

    2 days ago

    Detroit, United States First Merchants Bank Full time

    First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We...

  • Client Relationship Representative

    3 days ago

    Detroit, United States First Merchants Bank Full time

    First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We...

  • Financial Planning Professional

    1 week ago

    Detroit, Michigan, United States Corient Private Wealth LLC Full time

    Key ResponsibilitiesAs a Financial Planning Professional at Corient Private Wealth LLC, you will be responsible for building a foundational understanding of industry and concepts related to financial planning, investments, insurance, and financial markets.You will be familiar with the core competencies of financial planning, including cash flow and financial...

Private Client Relationship Manager

2 months ago

DETROIT, United States Citizens Full time

Description

Private Client Relationship Manager - Royal Oak, MI 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, 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 license required; additional licenses can be obtained within a defined 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. 
  • Revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
  • 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 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.