Private Client Relationship Manager

3 days ago


North Olmsted, Ohio, United States Citizens Financial Group, Inc. Full time
Job Summary

Citizens Financial Group, Inc. is seeking a 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 and objectives, and develop tailored financial plans to meet their needs
  • Collaborate with Certified Financial Planners and Financial Advisors to create and implement comprehensive financial strategies
  • Provide exceptional client service and support, including regular communication and access to financial education materials
  • 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
What We Offer

Citizens Financial Group, Inc. offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.



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