Private Client Relationship Manager

3 days ago


Troy, Michigan, United States Citizens Bank Full time

About the Role:

Citizens Bank is seeking a Private Client Relationship Manager to join our team. As a key member of our Wealth and Asset Management division, you will be responsible for building and maintaining strong relationships with our clients, providing expert guidance on their financial needs, and delivering exceptional customer service.

Key Responsibilities:

  • Develop and implement customized financial plans to meet the unique needs of our clients
  • Provide ongoing financial guidance and support to clients, including investment advice and portfolio management
  • Collaborate with internal teams to ensure seamless delivery of services and solutions to clients
  • Stay up-to-date on industry trends and developments to provide expert insights to clients

Requirements:

  • Proven experience in wealth and asset management, financial services, or a related field
  • Strong understanding of financial products and services, including investments, retirement planning, and estate planning
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment


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