Private Client Relationship Manager

1 week ago


Cheektowaga, 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 Core Banking Division, you will play a critical role in helping our affluent and high-net-worth clients achieve their financial goals.

Key Responsibilities
  • Acquire and retain high-value client relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client needs and goals, and develop tailored financial plans to meet those needs
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
  • Develop and execute business development plans to drive revenue growth and client acquisition
  • Provide exceptional client service and support to ensure client satisfaction and loyalty
Requirements
  • Bachelor's degree or equivalent experience
  • Series 6, 7, 63, and Life and Health Insurance Licenses
  • At least two licenses required; additional licenses can be obtained within a defined period upon hire
  • Demonstrated success in a client-centric, proactive sales environment
  • Excellent written and verbal communication skills
What We Offer

Citizens offers a competitive salary range of $70k-90k per year, plus an opportunity to earn additional incentive earnings. We also offer comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.

About Citizens

Citizens is a customer-centric bank that values diversity, equity, and inclusion. We are committed to creating a culture of continuous coaching, professional development, and ongoing practice management support. Our mission is to help clients, colleagues, and communities reach their potential.



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