Private Client Relationship Manager

4 weeks ago


Fort Lee, New Jersey, United States Citizens Full time
Job Summary

Citizens is seeking a 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 providing exceptional client service, identifying and pursuing new business opportunities, and collaborating with internal partners to deliver tailored financial solutions.

Key Responsibilities
  • Acquire and retain high-net-worth relationships through proactive outreach and engagement
  • Develop and implement customized financial plans to meet client goals and objectives
  • Collaborate with internal partners, including Certified Financial Planners and Financial Advisors, to deliver comprehensive financial solutions
  • Stay up-to-date on industry trends and regulatory requirements to ensure a sound control environment
Requirements
  • Bachelor's degree or 3-5 years of relevant experience
  • Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Excellent written and verbal communication skills
  • Proven success in a client-centric, proactive sales environment
What We Offer

Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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