High Net Worth Client Development Manager

5 days ago


WakefieldPeacedale, Rhode Island, United States Citizens Full time

Citizens is seeking a skilled and dedicated professional to excel as a High Net Worth Client Development Manager. This role offers an exceptional opportunity to deepen relationships with affluent clients by providing tailored banking, lending, and investing solutions.

Key Responsibilities:
  • Acquire new relationships through strategic outreach and relationship-building
  • Conduct thorough discovery sessions to understand client needs and preferences
  • Collaborate with Certified Financial Planners to create personalized financial plans
  • Leverage CRM tools to document client interactions and track progress

To succeed in this position, you'll require excellent communication and industry regulatory knowledge. A Bachelor's degree or 3-5 years of relevant experience, along with SIE, Series 6 or 7, 63 or 66, and Life and Health Insurance Licenses, is essential. Additionally, experience in new client acquisition, cultivation, and maintenance is highly valued.

This role is part of a client-centric, proactive sales environment where you'll have the opportunity to cultivate long-term relationships and drive business growth. With an estimated annual salary of $85,000 - $110,000, depending on location and experience, you'll be well-compensated for your expertise and dedication.



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