Private Client Relationship Manager

1 month ago


Pittsfield, Massachusetts, 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 deepen relationships with high-net-worth clients 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 relationships with internal partners to ensure seamless delivery of banking, lending, and investment services
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
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 Citizens

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with opportunities for career growth and development. If you are a motivated and results-driven professional with a passion for building relationships and delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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