Private Client Relationship Manager

1 week ago


Erie, Pennsylvania, United States Citizens Full time
About the Role

Citizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will play a critical role in deepening 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
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
  • Introduce appropriate opportunities to segment partners, based on client financial goals
  • Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials
Requirements
  • Bachelor's degree or 3-5 years relevant equivalent experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric, proactive sales environment
  • Experience in cultivating relationships and generating revenue
  • Excellent written and verbal communication skills
What We Offer

Citizens provides a competitive salary range of $70k-90k per year, plus an opportunity to earn additional incentive earnings. We also offer comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

We are an equal employment opportunity employer and value diversity, equity, and inclusion. Employment decisions are based solely on experience, performance, and ability.



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