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Private Client Relationship Manager

1 month ago

Great Barrington, Massachusetts, United States Citizens Full time
Job Title: Private Client Relationship Manager

At Citizens, we are 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 strong 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 financial situations
  • Develop and implement personalized financial plans to meet client needs
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
Requirements:
  • Bachelor's degree or equivalent experience
  • Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Proven success in client-centric sales environments
  • Excellent communication and interpersonal skills
  • Knowledge of industry regulatory requirements
Why Work for Citizens:

Citizens is a customer-centric organization that values its employees and provides opportunities for growth and development. As a Private Client Relationship Manager, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional service to our clients.

We are an equal employment opportunity employer and welcome applications from diverse candidates.