Private Client Relationship Manager
2 weeks ago
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 acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.
Key Responsibilities- 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
- Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
- SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
- At least two licenses required; additional licenses can be obtained within a specific timeframe upon hire
- Demonstrated success in a client-centric, proactive sales environment
- Experience in cultivating relationships
- Success in new client acquisition, cultivating, and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals
- Experience establishing and maintaining relationships with clients and internal partners
- Excellent written and verbal communication skills
- Knowledge of industry regulatory requirements to ensure a sound control environment
Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeJob DescriptionAbout the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient AcquisitionAcquire qualified, new-to-wealth...
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Private Client Relationship Manager
1 week ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
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Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Full timeJob OverviewCitizens 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 our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
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Private Client Relationship Manager
3 weeks ago
New York, New York, United States Citizens Full timeJob SummaryCitizens 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 our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
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Private Client Relationship Manager
1 week ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client service, identifying opportunities to deepen...
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Private Client Relationship Manager
1 week ago
New York, New York, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens 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 our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and...
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Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens 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 our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their financial goals.Key...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 ResponsibilitiesAcquire and retain high-value client relationships through proactive outreach and...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 ResponsibilitiesAcquire and retain high-value client relationships through proactive outreach and...
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Private Client Relationship Manager
1 month ago
New York, New York, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key Responsibilities:Acquire and retain new clients through proactive outreach and engagementDevelop and...
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Private Client Relationship Manager
1 month ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a highly 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 our affluent and high-net-worth clients.Key ResponsibilitiesClient Acquisition and Retention: Acquire new clients through leads and...
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Private Equity Relationship Manager
4 weeks ago
New York, New York, United States Unavailable Full timeAbout the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Eastern U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.Key ResponsibilitiesGrow our existing...
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Relationship Manager for Private Equity
1 week ago
New York, New York, United States Unavailable Full timeAbout the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Eastern U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.Key ResponsibilitiesGrow the existing...
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Private Wealth Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Wealth Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with...
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Private Wealth Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions...
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Private Client Manager II
2 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Client Manager IIAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:This role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the...
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Private Wealth Relationship Manager
4 weeks ago
New York, New York, United States Bank of America Full timeJob DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored investment solutions...
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Senior Client Relationship Manager
4 weeks ago
New York, New York, United States Apex Group Full timeAbout the RoleWe are seeking a highly skilled Senior Client Relationship Manager to join our team at the Apex Group. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met, and driving revenue growth.Key ResponsibilitiesDevelop a deep understanding of...
