Private Client Relationship Manager

4 days ago


Memphis, Tennessee, United States Citizens Full time
About the Role

Citizens is seeking a skilled Client Relationship Manager to join our Private Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.

Key Responsibilities
  • Client Acquisition and Retention: Identify and pursue new business opportunities, and develop strategies to retain existing clients.
  • Financial Planning and Advice: Collaborate with our team of financial advisors to provide personalized financial planning and advice to clients.
  • Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Product and Service Development: Stay up-to-date on our products and services, and identify opportunities to introduce new solutions to clients.
  • Business Development: Develop and implement business plans to drive growth and revenue.
Requirements
  • Education: Bachelor's degree or equivalent experience.
  • Experience: 3-5 years of experience in a client-facing role, preferably in private banking or wealth management.
  • Licenses and Certifications: Series 6, 7, 63, and 66 licenses, and Life and Health Insurance Licenses.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
About Citizens

Citizens is a leading financial institution dedicated to helping our clients achieve their financial goals. We offer a comprehensive range of financial products and services, and are committed to providing exceptional customer service.



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