Private Client Relationship Manager

3 weeks ago


North Ridgeville, Ohio, 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, 63, and Life and Health Insurance Licenses
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
What We Offer

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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