Private Client Relationship Manager

4 weeks ago


Amherst, Massachusetts, United States Citizens Full time
Job Summary

Citizens is seeking a 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 and existing relationships with high-net-worth clients
  • Develop and implement tailored financial plans to meet client goals and objectives
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
  • Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
Requirements
  • Bachelor's degree or equivalent experience
  • Series 6, 7, 63, and 66 licenses
  • At least two years of experience in a client-centric sales environment
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
What We Offer
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision coverage
  • Retirement benefits and education reimbursement
  • Opportunities for career growth and professional development

Citizens is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and supportive work environment that values diversity, equity, and inclusion.



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