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Private Client Relationship Manager

2 months ago

Cranston, Rhode Island, United States Citizens Financial Group, Inc. Full time
About the Role

Citizens Financial Group, Inc. 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 acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.

Key Responsibilities
  • Acquire new, qualified relationships through leads and internal/external referral sources.
  • Perform regular, proactive outreach to manage, deepen, and retain relationships, creating remarkable experiences.
  • Conduct thorough discovery to understand family dynamics, goals, and objectives, and current financial situation.
  • Engage with Certified Financial Planners and Financial Advisors to create and analyze client financial plans and strategize on how to present Citizens solutions.
  • Introduce opportunities to segment partners based on financial goals, including Financial Advisors, Wealth Advisors, Home Loan Officers, and Small Business Partners.
  • Provide regular, value-added engagement with clients, including high-touch, face-to-face or virtual meetings, consistent communication, and access to financial education materials.
  • Leverage Salesforce CRM tool to document client interactions in detail.
  • Build an activity-based business development plan centered around proactive outreach and follow-up behaviors.
Qualifications
  • Bachelor's degree (preferred) or 3-5 years relevant equivalent experience.
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
  • At least two licenses required; additional licenses can be obtained within a specific timeframe upon hire.
  • Demonstrated success in a client-centric, proactive sales environment.
  • Experience in cultivating relationships, new client acquisition, and revenue generation.
  • Excellent written and verbal communication skills.
  • Knowledge of industry regulatory requirements to ensure a sound control environment.
Work Environment
  • Hours per Week: 40.
  • Work Schedule: M-F.