Private Client Relationship Manager

2 weeks ago


Barrington, Rhode Island, United States Citizens Full time
Job Summary

Citizens is seeking a skilled 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, providing tailored financial solutions to help them achieve their goals.

Key Responsibilities
  • Acquire and deepen relationships with clients through proactive outreach and engagement
  • Conduct thorough discovery to understand client needs and goals
  • Collaborate with Certified Financial Planners and Financial Advisors to create and implement personalized financial plans
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
  • 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
  • Demonstrated success in a client-centric, proactive sales environment
  • Excellent written and verbal communication skills
Why Work for Us

Citizens is a customer-centric organization that values its employees and provides opportunities for growth and development. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.



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