Private Client Relationship Manager
4 weeks ago
Citizens is seeking a highly 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 goals, objectives, and current financial situation.
- Develop and implement tailored financial plans to help clients achieve their financial goals.
- Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans.
- Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials.
- Leverage Salesforce CRM tool to document client interactions and track progress.
- Bachelor's degree or 3-5 years of relevant experience.
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
- At least two licenses required; additional licenses can be obtained within a defined period upon hire.
- 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.
- Competitive salary range: $70k-90k per year.
- Opportunity to earn additional incentive earnings.
- Comprehensive medical, dental, and vision coverage.
- Retirement benefits.
- Maternity/paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.
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