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Client Relationship Manager

2 months ago

Boardman, Ohio, United States Citizens Bank Full time

Position Overview:

The role of the Client Relationship Manager in the Private Banking sector is pivotal in delivering exceptional service to our valued clients. This position focuses on fostering strong relationships with clients, ensuring their financial needs are met with the utmost professionalism.

Key Responsibilities:

  • Develop and maintain robust relationships with private clients, understanding their unique financial goals.
  • Provide tailored financial solutions and investment strategies to enhance client satisfaction.
  • Collaborate with internal teams to deliver comprehensive wealth management services.
  • Monitor client portfolios and adjust strategies as necessary to align with market changes.

Qualifications:

The ideal candidate will possess a strong background in wealth management and a commitment to client service excellence. Experience in financial advisory roles is highly valued.

Location: This position is available in various locations, providing flexibility to meet the needs of our clients.