Private Client Relationship Manager

2 weeks ago


South Dartmouth, Massachusetts, United States Citizens Full time
Private Client Relationship Manager

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.

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 tailored financial plans to meet their needs
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
  • Develop and maintain a deep understanding of industry regulatory requirements to ensure a sound control environment
  • Utilize Salesforce CRM tool to document client interactions and track progress
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
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
Why Work for Us:

Citizens is a customer-centric organization that values its employees and provides opportunities for growth and development. As a Private Client Relationship Manager, you will be part of a collaborative team that is dedicated to helping our clients achieve their financial goals.



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