Private Client Relationship Manager

2 weeks ago


New Bedford, Massachusetts, United States Citizens Full time
About the Role

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 deepen relationships with high-net-worth clients through proactive outreach and engagement.
  • Conduct thorough discovery to understand clients' financial goals and objectives.
  • Collaborate with Certified Financial Planners and Financial Advisors to create and implement personalized financial plans.
  • Provide exceptional client service and support to ensure client satisfaction and loyalty.
  • Leverage Salesforce CRM tool to document client interactions and track progress.
Requirements
  • Bachelor's degree or 3-5 years of relevant experience.
  • SIE, Series 6, 63, and Life and Health Insurance Licenses.
  • At least two FINRA licenses required; additional licenses can be obtained within a specific timeframe upon hire.
  • Demonstrated success in a client-centric, proactive sales environment.
  • Excellent written and verbal communication skills.
Why Citizens?

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with opportunities for career growth and development.



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