Private Client Relationship Manager

3 weeks ago


Wakefield, Michigan, United States Citizens Financial Group, Inc. Full time
About the Role

As a Private Client Relationship Manager at Citizens Financial Group, Inc., you will play a critical role in deepening relationships with affluent and high-net-worth clients. Your primary responsibility will be to acquire, broaden, deepen, and retain these relationships through proactive engagement and exceptional client service.

Key Responsibilities
  • Acquire new-to-wealth relationships through leads and internal/external referral sources
  • Perform regular outreach to manage, deepen, and retain relationships
  • Conduct thorough discovery to understand client goals, objectives, and financial situations
  • Engage with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
  • Introduce appropriate opportunities to segment partners based on client financial goals
  • Provide regular, value-added engagement with clients through high-touch meetings, consistent communication, and access to financial education materials
Requirements
  • Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
  • SIE, Series 6, 7, 63, and 66 licenses (at least two required, additional licenses can be obtained within a specific timeframe)
  • 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
About Citizens Financial Group, Inc.

Citizens Financial Group, Inc. is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.



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