Private Client Relationship Manager

4 days ago


Great Barrington, Massachusetts, United States Citizens Full time
About the Role

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.

Key Responsibilities
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client goals and objectives, and develop tailored financial plans to meet their needs
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans, and present the breadth of Citizens solutions across banking, lending, and investing
  • Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials
  • Leverage Salesforce CRM tool to document client interactions and build an activity-based business development plan
Requirements
  • Bachelor's degree or 3-5 years relevant equivalent experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric, proactive sales environment
  • Experience in cultivating relationships and new client acquisition
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
What We Offer

Citizens is a customer-centric organization that values its employees and provides opportunities for career growth and development. We offer a competitive salary and benefits package, as well as a collaborative and supportive work environment.



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