Private Client Relationship Manager

6 days ago


Valley Stream, New York, United States Citizens Full time
Job Description

At Citizens, we are committed to delivering tailored financial solutions to our clients. As a Private Client Relationship Manager, you will play a critical role in deepening relationships with our affluent and high-net-worth clients.

Key Responsibilities:

  • Acquire new relationships through leads and referrals, introducing clients to our comprehensive financial planning and wealth management services.
  • Develop and maintain strong relationships with clients, providing personalized financial guidance and solutions to help them achieve their long-term goals.
  • Collaborate with our team of Certified Financial Planners and Financial Advisors to create and implement customized financial plans, leveraging our expertise in banking, lending, and investments.
  • Identify and introduce clients to relevant financial products and services, including banking, lending, and investment solutions.
  • Provide exceptional client service, ensuring timely and effective communication, and delivering a best-in-class client experience.
  • Leverage our Salesforce CRM tool to document client interactions and track progress towards goals.
  • Develop and execute a business development plan, focusing on proactive outreach and follow-up behaviors to drive growth and revenue.

Requirements:

  • Bachelor's degree or 3-5 years of relevant experience in a client-centric sales environment.
  • Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one of these licenses is required; additional licenses can be obtained within a specific timeframe upon hire.
  • Demonstrated success in cultivating relationships, acquiring new clients, and driving revenue growth.
  • Excellent written and verbal communication skills, with the ability to effectively communicate complex financial concepts to clients.
  • Knowledge of industry regulatory requirements and a commitment to maintaining a sound control environment.

Compensation and Benefits:

The salary range for this position is $70k-$90k per year, plus an opportunity to earn additional incentive earnings. Citizens offers a comprehensive benefits package, including medical, dental, and vision coverage, retirement benefits, and education reimbursement, among others.



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