Private Client Relationship Manager, Wakefield, RI

3 weeks ago


Portland, Maine, United States Citizens Full time
Job Summary

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. Your primary focus will be on delivering exceptional client service, providing tailored financial solutions, and helping clients achieve their financial goals.

Key Responsibilities:

  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement.
  • Conduct thorough discovery to understand client needs and goals, and develop personalized financial plans.
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions.
  • Develop and maintain relationships with internal partners, including Financial Advisors, Wealth Advisors, and Home Loan Officers.
  • Provide regular, value-added engagement with clients, including face-to-face meetings, consistent communication, and access to financial education materials.
  • Leverage Salesforce CRM tool to document client interactions and track progress.

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.
  • Demonstrated success in a client-centric, proactive sales environment.
  • Excellent written and verbal communication skills.
  • Knowledge of industry regulatory requirements.

Why Work for Citizens:

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 professional development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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