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Private Client Relationship Manager

2 months ago

Rochester, Minnesota, United States Citizens Full time
Job Summary

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 long-term relationships
  • Leverage Salesforce CRM tool to document client interactions and track progress
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
Why Citizens?

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with opportunities for career growth and development.