Private Client Relationship Manager, New Bedford, MA

2 weeks ago


North Westport, Massachusetts, United States Citizens Full time
Job Title: Private Client Relationship Manager

Citizens is seeking a Private Client Relationship Manager to join our team in New Bedford, MA. 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.

Key Responsibilities:
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client goals and objectives, and develop personalized financial plans
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client 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
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • At least two FINRA licenses required; additional licenses can be obtained within a specific timeframe upon hire
  • Demonstrated success in a client-centric, proactive sales environment
  • Excellent written and verbal communication skills
About Citizens:

Citizens is a customer-centric bank that values diversity, equity, and inclusion. We are committed to providing equal employment 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, 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.



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