Private Client Relationship Manager

3 weeks ago


Westerly, Rhode Island, 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 and existing relationships with high-net-worth clients through proactive outreach and engagement.
  • Conduct thorough discovery to understand clients' financial goals, objectives, and current financial situation.
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans.
  • Provide personalized financial solutions to clients, including banking, lending, and investment products.
  • Develop and maintain strong relationships with internal partners, including Financial Advisors, Wealth Advisors, and Home Loan Officers.
  • Stay up-to-date on industry trends and regulatory requirements to ensure a sound control environment.
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 is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. We offer a competitive salary, comprehensive benefits, and opportunities for professional growth and development.



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