Private Client Relationship Manager

2 weeks ago


Ithaca, New York, 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 and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client goals, objectives, and financial situations
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze client financial plans
  • Introduce clients to a range of banking, lending, and investment solutions to help them achieve their financial goals
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
Requirements
  • Bachelor's degree or 3-5 years of relevant experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
What We Offer

Citizens offers a competitive salary range of $70k-90k per year, plus opportunities for incentive earnings. We also provide comprehensive benefits, including medical, dental, and vision coverage, retirement benefits, and education reimbursement.

We are an equal employment opportunity employer and value diversity, equity, and inclusion. If you are a motivated and customer-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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