Private Client Relationship Manager

4 weeks ago


Brockton, Massachusetts, United States Citizens Full time
About the Role

Citizens 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 Responsibilities
  • Acquire new relationships through proactive outreach and referrals
  • Deepen and retain existing relationships through regular engagement and exceptional service
  • Conduct thorough discovery to understand client goals and objectives
  • Collaborate with Certified Financial Planners and Financial Advisors to create and implement personalized financial plans
  • Introduce clients to a range of banking, lending, and investment solutions
Requirements
  • Bachelor's degree or 3-5 years of relevant experience
  • Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric sales environment
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
What We Offer

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with opportunities for career growth and professional development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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