Project Risk Services Financial Advisor
4 weeks ago
At Citizens, we're dedicated to helping our clients navigate changing circumstances with tailored advice, personalized experiences, and innovative ideas, products, and solutions.
In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial goals.
We're committed to helping clients, colleagues, and communities reach their potential through our distinguished client-centric culture, continuous improvement, and excellent capabilities.
Citizens is the bank that stands and grows with its clients, providing personalized, world-class financial planning and advice to help them achieve their financial goals.
As a Private Client Relationship Manager, you'll engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.
The Private Client team, consisting of a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, provides tailored expertise to a defined book of affluent and high-net-worth clients.
You'll provide banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's what-ifs, and prepare them to leave a legacy.
As a Private Client Relationship Manager, you'll be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.
Leading with financial planning requires you to offer our full value proposition and allow the client to utilize those personalized financial solutions that address their specific financial needs.
Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition.
Perform regular, proactive outreach to manage, deepen, and retain the relationships, creating remarkable experiences.
Conduct thorough discovery to understand family dynamics, goals, and objectives and current financial situation, becoming the client's trusted relationship manager.
Engage with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
Leverage Salesforce CRM tool to document client interactions in detail.
Build an activity-based business development plan centered around proactive outreach and follow-up behaviors.
We're an equal employment and advancement opportunity employer, providing a supportive and collaborative workforce with access to training and tools to accelerate your potential and maximize your career growth.
Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
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