Private Client Relationship Manager, New Bedford, MA

2 weeks ago


New Bedford, Massachusetts, 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 experiences, providing tailored financial solutions, and helping clients achieve their financial goals.

Key Responsibilities
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Collaborate with Certified Financial Planners and Financial Advisors to create and implement personalized financial plans.
  • Provide banking and lending solutions to help clients save and grow their assets in a tax-efficient way.
  • Manage debt effectively and secure clients' income to live the lifestyle they desire.
  • Protect clients' families from life's uncertainties and prepare them to leave a lasting legacy.
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.
  • At least two FINRA licenses 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 to ensure a sound control environment.
What We Offer

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your potential and maximize your career growth.

We are an equal employment opportunity employer and welcome applications from diverse candidates.



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