Private Client Relationship Manager

2 weeks ago


Valley Stream, New York, United States Citizens Full time
About the Role

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.

Key Responsibilities
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client needs and goals
  • Develop and implement tailored financial plans to meet client objectives
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
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 client-centric sales environments
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
What We Offer

Citizens offers a competitive salary range of $70k-$90k per year, plus opportunities for additional incentive earnings. We also provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, and paid time off.

Our team is committed to diversity, equity, and inclusion, and we strive to create a welcoming and inclusive work environment for all colleagues and applicants.



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