Private Client Relationship Manager

4 days ago


Brockton, Massachusetts, United States Citizens Full time
About the Role

Citizens is seeking a skilled Client Relationship Manager to join our Private Client team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.

Key Responsibilities
  • Client Acquisition: Identify and acquire new clients through leads and referrals, and develop a deep understanding of their financial goals and objectives.
  • Relationship Management: Proactively engage with clients to manage, deepen, and retain relationships, creating a best-in-class client experience.
  • Financial Planning: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans, and strategize on how to present the breadth of Citizens' solutions across banking, lending, and investments.
  • Business Development: Introduce clients to relevant opportunities, such as financial planning, banking, lending, and investments, to help them achieve their financial goals.
  • Client Engagement: Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials.
  • CRM Management: Leverage Salesforce CRM tool to document client interactions in detail and build an activity-based business development plan centered around proactive outreach and follow-up behaviors.
Requirements
  • Education: Bachelor's degree (preferred) or 3-5 years relevant equivalent experience.
  • Licenses: SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least two licenses required; additional licenses can be obtained within a defined period upon hire.
  • Experience: Demonstrated success in a client-centric, proactive sales environment, with experience in cultivating relationships, new client acquisition, and revenue generation.
  • Skills: Excellent written and verbal communication skills, knowledge of industry regulatory requirements, and ability to work in a fast-paced environment.
About Citizens

Citizens is a customer-centric bank that values diversity, equity, and inclusion. We are committed to providing a supportive and collaborative work environment, with access to training and tools to accelerate career growth.



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