Private Client Relationship Manager
5 days ago
Role Summary
Citizens is seeking a skilled Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.
Key Responsibilities
- Client Acquisition: Identify and acquire new, high-value clients through proactive outreach and lead generation.
- Relationship Management: Develop and maintain strong relationships with existing clients, providing tailored financial solutions and exceptional customer service.
- Financial Planning: Collaborate with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans, identifying opportunities to grow their assets and achieve their financial goals.
- Product and Service Development: Introduce clients to a range of banking, lending, and investment products and services, helping them to achieve their financial objectives.
- Client Engagement: Provide regular, value-added engagement with clients, including face-to-face meetings, consistent communication, and access to financial education materials.
- Business Development: Build an activity-based business development plan, centered around proactive outreach and follow-up behaviors, to drive revenue growth and client acquisition.
Requirements
- Education: Bachelor's degree (preferred) or 3-5 years relevant equivalent experience.
- Licenses and Certifications: SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least two licenses required; additional licenses can be obtained within a defined period upon hire.
- Skills and Experience: Demonstrated success in a client-centric, proactive sales environment; experience in cultivating relationships, new client acquisition, and revenue generation.
Work Environment
- Hours per Week: 40
- Work Schedule: M-F
Equal Employment Opportunity
Citizens is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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