Private Client Relationship Manager

3 weeks ago


Narragansett, Rhode Island, 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, 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.
Requirements
  • 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.
Why Work for Us

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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