Private Client Relationship Manager

2 weeks ago


New York, New York, United States Citizens Full time
Job Overview

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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions, and driving revenue growth.

Key Responsibilities
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Develop and implement personalized financial plans to meet client goals and objectives
  • Collaborate with internal partners to provide comprehensive banking, lending, and investment solutions
  • Conduct regular client reviews and provide ongoing support to ensure client satisfaction
  • 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
  • Excellent written and verbal communication skills
  • Proven success in a client-centric, proactive sales environment
What We Offer

Citizens provides a competitive salary range of $70,000 - $93,000 per year, plus an opportunity to earn additional incentive earnings. We also offer comprehensive medical, dental, and vision coverage, retirement benefits, and a range of other perks and benefits.

We are an equal employment opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.



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