High Net Worth Client Development Manager
5 days ago
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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Private Client Relationship Manager
2 weeks ago
WAKEFIELD-PEACEDALE, United States Citizens Full timep>DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
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Private Client Relationship Manager
6 days ago
WAKEFIELD-PEACEDALE, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
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Private Client Relationship Manager
1 month ago
WAKEFIELD-PEACEDALE, United States Citizens Full timeDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
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Private Client Relationship Manager, Wakefield, RI
2 months ago
Wakefield-Peacedale, United States Citizens Full timeDescription At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...
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Private Client Relationship Manager
3 weeks ago
Wakefield, Michigan, United States Citizens Financial Group, Inc. Full timeAbout the RoleAs a Private Client Relationship Manager at Citizens Financial Group, Inc., you will play a critical role in deepening relationships with affluent and high-net-worth clients. Your primary responsibility will be to acquire, broaden, deepen, and retain these relationships through proactive engagement and exceptional client service.Key...
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