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Private Client Relationship Manager

2 months ago

Bloomfield Hills, Michigan, United States Citizens Full time

About the Role

Citizens, a leading financial institution, is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities

  • Client Acquisition and Retention
    • Acquire new, high-net-worth clients through strategic partnerships and referrals
    • Develop and maintain strong relationships with existing clients to drive loyalty and retention
  • Financial Planning and Advice
    • Collaborate with Certified Financial Planners and Financial Advisors to create personalized financial plans for clients
    • Provide expert advice on banking, lending, and investment solutions to help clients achieve their financial goals
  • Business Development and Growth
    • Identify and pursue new business opportunities to drive revenue growth
    • Develop and execute strategic plans to expand our client base and increase market share
  • Client Engagement and Communication
    • Engage with clients through regular, proactive outreach and communication
    • Provide exceptional client service and support to ensure high levels of satisfaction and loyalty

Requirements and Qualifications

  • Education and Certifications
    • Bachelor's degree or equivalent experience
    • Series 6, 7, 63, and Life and Health Insurance Licenses
  • Experience and Skills
    • Proven track record of success in client-centric, proactive sales environments
    • Excellent written and verbal communication skills
    • Knowledge of industry regulatory requirements and a sound control environment

What We Offer

Citizens offers a competitive salary range of $70K-$90K per year, plus an opportunity to earn additional incentive earnings. We also provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, and education reimbursement.

Equal Employment Opportunity

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment where all colleagues can thrive.