Executive Financial Relationship Manager

1 week ago


South Dartmouth, Massachusetts, United States Citizens Full time
Job Description

Citizens is the bank that stands and grows with its clients. As an Executive Financial Relationship Manager, you will engage directly with affluent and high-net-worth clients to exceed their expectations by thinking long term and collaborating with other colleagues.

Key Responsibilities
  • Develop internal and external referral sources to introduce to the Private Client value proposition
  • Perform regular, proactive outreach to manage, deepen and retain relationships, creating remarkable experiences for clients
  • Conduct thorough discovery to understand family dynamics, goals, and objectives and current financial situation, becoming the client's trusted relationship manager
  • Engage with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and investments
  • Provide regular, value-added engagement with clients: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
  • Leverage Salesforce CRM tool to document client interactions in detail
  • Build an activity-based business development plan centered around proactive outreach and follow-up behaviors
Qualifications
  • Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric, proactive sales environment
  • Experience in cultivating relationships and generating revenue
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements to ensure a sound control environment
Estimated Salary

$120,000 per year



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