Private Client Relationship Manager

4 weeks ago


New York, New York, United States Citizens Financial Group, Inc. Full time
About the Role

Citizens Financial Group, Inc. 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 strong relationships with our affluent and high-net-worth clients.

Key Responsibilities
  • Acquire and retain new clients through proactive outreach and relationship-building
  • Develop and implement tailored financial plans to meet clients' unique needs and goals
  • Collaborate with internal partners, including financial advisors and wealth managers, to provide comprehensive financial solutions
  • Manage and grow existing client relationships through regular communication and engagement
  • Stay up-to-date on industry trends and regulatory requirements to ensure a sound control environment
Requirements
  • Bachelor's degree or equivalent experience
  • Series 6, 7, 63, and 66 licenses, with additional licenses obtainable within a specific timeframe
  • Demonstrated success in a client-centric, proactive sales environment
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
What We Offer

Citizens Financial Group, Inc. offers a competitive salary range of $70,000 - $93,000 per year, plus opportunities for additional incentive earnings. We also provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, and education reimbursement.

As an equal employment opportunity employer, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability.



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