Private Client Relationship Manager
3 weeks ago
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, objectives, and current financial situation.
- Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans.
- Introduce clients to a range of banking, lending, and investment solutions to help them achieve their financial goals.
- Provide exceptional client service and support to ensure client satisfaction and loyalty.
- Bachelor's degree or 3-5 years of relevant experience.
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
- Excellent written and verbal communication skills.
- Knowledge of industry regulatory requirements.
Citizens is a customer-centric organization that values its employees and provides opportunities for growth and development. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.
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Narragansett, Rhode Island, United States Citizens Full timeJob SummaryCitizens 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 acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through leads and by developing internal...
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Narragansett Pier, Rhode Island, United States Citizens Financial Group, Inc. Full timeAt Citizens Financial Group, Inc., we're dedicated to helping our clients achieve their financial goals through personalized, world-class financial planning and advice.In this role, you'll work closely with our affluent and high-net-worth clients to understand their unique financial needs and develop tailored solutions to help them succeed.As a Private...
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Narragansett Pier, Rhode Island, United States Citizens Full timeJob SummaryWe are seeking a highly skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Core Banking Division, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new and existing relationships with high-net-worth...
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