Private Client Relationship Manager

17 hours ago


Utica, New York, United States Citizens Full time
Job Description

As a Private Client Relationship Manager at Citizens, you will play a critical role in deepening relationships with our affluent and high-net-worth clients. Your primary responsibility will be to engage directly with these clients, providing tailored financial planning and advice to help them 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 create and analyze client financial plans
  • Introduce appropriate opportunities to segment partners, based on client financial goals
  • Provide regular, value-added engagement with clients, including face-to-face or virtual meetings, consistent communication, and access to financial education materials

Requirements:

  • Bachelor's degree (preferred) or 3-5 years relevant equivalent experience
  • SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses
  • Demonstrated success in a client-centric, proactive sales environment
  • Experience in cultivating relationships and generating revenue
  • Excellent written and verbal communication skills
  • Knowledge of industry regulatory requirements

Why Work for Citizens:

Citizens is a customer-centric organization that values diversity, equity, and inclusion. We offer a supportive and collaborative work environment, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity:

Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates.



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