Private Client Relationship Manager

1 week ago


Troy, Michigan, United States Citizens Financial Group, Inc. Full time
Private Client Relationship Manager

At Citizens Financial Group, Inc., we're committed to helping our clients achieve their financial goals. As a Private Client Relationship Manager, you'll play a critical role in deepening relationships with our affluent and high-net-worth clients.

Key Responsibilities:
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client goals, objectives, and current financial situation
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
  • Introduce appropriate opportunities to segment partners, based on client financial goals
  • Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials
Qualifications:
  • Bachelor's degree or 3-5 years relevant equivalent experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric, proactive sales environment
  • Experience in cultivating relationships and generating revenue
  • Excellent written and verbal communication skills
Work Schedule:
  • Hours per Week: 40
  • Work Schedule: M-F

Citizens Financial Group, Inc. is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace that's inclusive and respectful of all colleagues and applicants.



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