Private Client Relationship Manager, Cranston, RI
2 weeks ago
Citizens Financial Group, Inc. is seeking a 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 high-net-worth clients, providing tailored financial solutions, and delivering exceptional client experiences.
Key Responsibilities- Acquire and retain high-net-worth relationships through proactive outreach and engagement
- Conduct thorough discovery to understand client goals, objectives, and financial situations
- Develop and implement personalized financial plans, leveraging Citizens' banking, lending, and investment solutions
- Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial guidance
- Stay up-to-date on industry trends, regulatory requirements, and product offerings to ensure a sound control environment
- Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
- SIE, Series 6, 7, 63, and Life and Health Insurance Licenses (at least two required, additional licenses can be obtained within a specific timeframe upon hire)
- Demonstrated success in a client-centric, proactive sales environment
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements
This is a full-time position with a 40-hour workweek, Monday through Friday. Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment OpportunityCitizens Financial Group, Inc. is an equal employment and advancement opportunity employer. We value diversity, equity, and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
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