Private Client Relationship Manager

5 days ago


Great Barrington, Massachusetts, United States Citizens Full time
Job Summary

Citizens 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. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions, and helping clients achieve their financial goals.

Key Responsibilities
  • Acquire and retain new-to-wealth relationships through proactive outreach and engagement
  • Conduct thorough discovery to understand client needs and goals, and develop personalized financial plans
  • Collaborate with Certified Financial Planners and Financial Advisors to provide comprehensive financial solutions
  • Develop and maintain relationships with internal partners to ensure seamless delivery of banking, lending, and investment services
  • Provide regular, value-added engagement with clients, including face-to-face meetings, consistent communication, and access to financial education materials
Requirements
  • Bachelor's degree or 3-5 years of relevant experience
  • Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric, proactive sales environment
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements
Why Work for Citizens

Citizens is a customer-centric organization that values its employees and the communities it serves. As a member of our team, you will have access to training and tools to accelerate your career growth and contribute to our mission of helping clients, colleagues, and communities reach their potential.



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