Private Client Relationship Manager-Losson

2 weeks ago


Lockport, Illinois, United States Citizens Bank Full time

About the Role

Citizens Bank is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Wealth Management group, you will be responsible for building and maintaining strong relationships with high net worth clients, providing personalized financial guidance and investment advice to help them achieve their financial goals.

Key Responsibilities

  • Develop and implement customized financial plans for clients, taking into account their unique financial situations and goals.
  • Provide ongoing investment advice and guidance to clients, including portfolio management and asset allocation.
  • Build and maintain strong relationships with clients, responding to their needs and concerns in a timely and professional manner.
  • Collaborate with other members of the Wealth Management team to ensure seamless delivery of services to clients.
  • Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.

Requirements

  • Minimum 3 years of experience in wealth management or a related field.
  • Strong understanding of financial markets and investment products.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.

What We Offer

Citizens Bank offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.



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