Client Relationship Manager

6 days ago


Ithaca, New York, United States Citizens Full time
About the Role

Citizens, a leading financial institution, 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 them with tailored financial solutions and exceptional customer service.

Key Responsibilities
  • Client Acquisition and Retention: Acquire new clients through leads and referrals, and develop strategies to retain existing relationships.
  • Financial Planning and Advice: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans, and provide recommendations on banking, lending, and investment solutions.
  • Relationship Management: Engage with clients on a regular basis, providing proactive outreach and follow-up to ensure their financial needs are met.
  • Business Development: Identify opportunities to introduce clients to other financial products and services, and develop strategies to increase revenue growth.
  • Communication and Collaboration: Work closely with internal partners, including Financial Advisors, Wealth Advisors, and Home Loan Officers, to provide seamless service to clients.
Requirements
  • Education and Certifications: Bachelor's degree or 3-5 years of relevant experience, with Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
  • Experience and Skills: Proven success in a client-centric, proactive sales environment, with experience in cultivating relationships and generating revenue.
  • Communication and Interpersonal Skills: Excellent written and verbal communication skills, with the ability to build strong relationships with clients and internal partners.
What We Offer

Citizens offers a competitive salary range of $70k-90k per year, plus an opportunity to earn additional incentive earnings. We also provide comprehensive medical, dental, and vision coverage, retirement benefits, and a range of other perks and benefits.


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