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Private Client Relationship Manager

1 month ago

Fairhaven, Massachusetts, United States Citizens Full time
Job Summary

Citizens is seeking a 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. You will work closely with our team of Certified Financial Planners and Financial Advisors to provide tailored financial solutions and advice to help clients achieve their financial goals.

Key Responsibilities
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client needs and goals
  • Develop and implement customized financial plans to meet client objectives
  • Collaborate with internal teams to provide comprehensive financial solutions
  • Provide exceptional client service and support to ensure client satisfaction
Requirements
  • Bachelor's degree or equivalent experience
  • Series 6 and 63 licenses, with ability to obtain additional licenses as needed
  • Excellent communication and interpersonal skills
  • Proven track record of success in client-centric sales environments
  • Ability to work in a fast-paced environment and meet deadlines
Why Work for Citizens

Citizens is a customer-centric organization that values our employees and provides opportunities for growth and development. We offer a competitive compensation package, comprehensive benefits, and a collaborative work environment.