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Private Client Relationship Manager

2 months ago

Woodside, New York, United States Citizens Full time
Job Description

About the Role

Citizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.

Key Responsibilities

  • Client Acquisition: Acquire new, qualified relationships through leads and internal/external referral sources.
  • Relationship Management: Proactively engage clients in regular, deep discovery conversations to understand their financial goals and objectives.
  • Financial Planning: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans and strategize on how to present Citizens' solutions.
  • Client Engagement: Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials.
  • Business Development: Build an activity-based business development plan centered around proactive outreach and follow-up behaviors.

Requirements

  • Education: Bachelor's degree (preferred) or 3-5 years of relevant experience.
  • Licenses: SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
  • Experience: Demonstrated success in a client-centric, proactive sales environment, with experience in cultivating relationships and new client acquisition.
  • Skills: Excellent written and verbal communication skills, knowledge of industry regulatory requirements, and ability to work in a fast-paced environment.

What We Offer

  • Competitive Compensation: Salary range $70,000 - $90,000 per year, plus opportunity to earn additional incentive earnings.
  • Benefits: Comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

Equal Employment Opportunity

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