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Private Client Relationship Manager

2 months ago

Cranston, 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 deepen relationships with new and existing clients through proactive outreach and engagement.
  • Conduct thorough discovery to understand clients' financial goals, objectives, and current situation.
  • Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' 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.
  • Demonstrated success in a client-centric, proactive sales environment.
  • Excellent written and verbal communication skills.
  • Knowledge of industry regulatory requirements.
About Citizens

Citizens is a customer-centric bank that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your career growth.