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Client Relationship Executive

2 months ago

Lockport, Illinois, United States Citizens Bank Full time
Client Relationship Executive

Sector: Wealth Management and Financial Services

Location: Various regions across New York

Role Overview:
As a Client Relationship Executive, you will be responsible for fostering and maintaining strong relationships with high-net-worth clients. Your expertise in wealth management will enable you to provide tailored financial solutions that meet the unique needs of each client.

Key Responsibilities:
1. Develop and sustain long-term relationships with clients, ensuring their financial goals are met.
2. Provide expert advice on investment strategies and asset management.
3. Collaborate with internal teams to deliver comprehensive financial services.
4. Stay informed about market trends and changes in the financial landscape to offer informed guidance.

Qualifications:
- Proven experience in client relationship management within the financial services sector.
- Strong analytical skills and a deep understanding of wealth management principles.
- Excellent communication and interpersonal skills.

Why Join Us:
At Citizens Bank, we value our clients and strive to provide exceptional service. Join our team and contribute to a culture of excellence in client relationship management.