Private Client Relationship Manager
4 weeks ago
Citizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will play a critical role in deepening relationships with our affluent and high-net-worth clients.
Key Responsibilities- Acquire and retain high-value client 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 implement personalized financial plans
- Develop and execute business development plans to drive revenue growth and client satisfaction
- Utilize Salesforce CRM to document client interactions and track progress
- 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
Citizens provides a competitive salary range of $70,000 - $93,000 per year, plus opportunities for additional incentive earnings. We also offer 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. Employment decisions are based solely on experience, performance, and ability.
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Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Full timeJob SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesAcquire qualified, new-to-wealth relationships through leads and by developing internal...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeJob DescriptionAbout the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient AcquisitionAcquire qualified, new-to-wealth...
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Private Client Relationship Manager
1 week ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
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Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Full timeJob OverviewCitizens 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
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Private Client Relationship Manager
3 weeks ago
New York, New York, United States Citizens Full timeJob SummaryCitizens 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...
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Private Client Relationship Manager
1 week ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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. Your primary focus will be on delivering exceptional client service, identifying opportunities to deepen...
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Private Client Relationship Manager
1 week ago
New York, New York, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. 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, providing tailored financial solutions to help them achieve their goals.Key...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens 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 affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and...
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Private Client Relationship Manager
2 weeks ago
New York, New York, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. 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, providing tailored financial solutions to help them achieve their financial goals.Key...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will play a critical role in deepening relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain high-value client relationships through proactive outreach and...
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Private Client Relationship Manager
1 month ago
New York, New York, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new-to-wealth relationships through proactive outreach and...
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Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Full timeJob OverviewCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Core Banking Division, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key Responsibilities:Acquire and retain new clients through proactive outreach and engagementDevelop and...
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Private Client Relationship Manager
1 month ago
New York, New York, United States Citizens Full timeAbout the RoleCitizens is seeking a highly 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 ResponsibilitiesClient Acquisition and Retention: Acquire new clients through leads and...
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Private Equity Relationship Manager
4 weeks ago
New York, New York, United States Unavailable Full timeAbout the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Eastern U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.Key ResponsibilitiesGrow our existing...
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Relationship Manager for Private Equity
1 week ago
New York, New York, United States Unavailable Full timeAbout the RoleWe are seeking a seasoned Relationship Manager to join our Private Equity team in the Eastern U.S. This individual will work closely with our Managing Director and other relationship team members to source new business, structure and underwrite loans, and manage relationships with private capital firms.Key ResponsibilitiesGrow the existing...
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Private Wealth Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Wealth Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with...
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Private Wealth Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions...
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Private Client Manager II
2 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Client Manager IIAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:This role is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the...
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Private Wealth Relationship Manager
4 weeks ago
New York, New York, United States Bank of America Full timeJob DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored investment solutions...
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Senior Client Relationship Manager
4 weeks ago
New York, New York, United States Apex Group Full timeAbout the RoleWe are seeking a highly skilled Senior Client Relationship Manager to join our team at the Apex Group. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met, and driving revenue growth.Key ResponsibilitiesDevelop a deep understanding of...