High Net Worth Client Strategist

3 weeks ago


Troy, Michigan, United States Citizens Full time
About Citizens

Citizens is a bank that stands and grows with its clients, providing personalized, world-class financial planning and advice to help them achieve their financial goals.

Job Description

We are seeking a Private Client Relationship Manager to join our team. As a key member of the Core Banking Division, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships. You will engage directly with our clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues.

Responsibilities:
  • Acquire qualified, new-to-wealth relationships through leads and develop internal and external referral sources to introduce to the Private Client value proposition
  • Perform regular, proactive outreach to manage, deepen, and retain relationships, creating remarkable experiences
  • Conduct thorough discovery to understand family dynamics, goals, and objectives, and current financial situation, becoming the client's trusted relationship manager
  • Engage with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and investing
Qualifications
  • Bachelor's degree or 3-5 years of relevant equivalent experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses; at least two licenses required, with additional licenses obtainable within a defined period upon hire
  • Demonstrated success in a client-centric, proactive sales environment
  • Experience in cultivating relationships and success in new client acquisition, cultivation, and maintenance
Salary Range

$120,000 - $180,000 per year, depending on experience



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