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Private Client Relationship Manager
2 months ago
Citizens is seeking a highly 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- Client Acquisition and Retention: Acquire new clients through leads and referrals, and develop strategies to retain existing relationships.
- Financial Planning and Advice: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans, and provide tailored advice to help them achieve their financial goals.
- Relationship Management: Engage with clients on a regular basis to understand their financial needs and provide exceptional service to build trust and loyalty.
- Product and Service Development: Introduce clients to a range of banking, lending, and investment products and services to help them achieve their financial objectives.
- Business Development: Develop and implement business development plans to grow revenue and expand the client base.
- Education: Bachelor's degree or 3-5 years of relevant experience.
- Licenses and Certifications: Series 6, 7, 63, and 66 licenses, and Life and Health Insurance Licenses.
- Skills and Experience: Proven success in a client-centric sales environment, experience in cultivating relationships, and revenue generation.
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. If you are a motivated and results-driven professional who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
