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Private Client Relationship Manager, Wakefield, RI

2 months ago


Kingston, Rhode Island, United States Citizens Bank Full time

Job Summary

We are seeking a skilled Private Client Relationship Manager to join our team at Citizens Bank in Wakefield, RI. As a key member of our Wealth and Asset Management team, you will be responsible for building and maintaining strong relationships with our clients, providing personalized service and guidance to help them achieve their financial goals.

About the Role

This is a unique opportunity to work with a talented team of professionals who are dedicated to delivering exceptional service and results. As a Private Client Relationship Manager, you will be responsible for:

  • Developing and implementing customized financial plans to meet the needs of our clients
  • Providing ongoing support and guidance to help clients achieve their financial objectives
  • Collaborating with other team members to ensure seamless delivery of services

Requirements

To be successful in this role, you will need:

  • Strong communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Knowledge of financial products and services

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.