Private Client Relationship Manager

Citizens Bank - Medford, MA

Full-time - Mid Level

Medford, MA

Credit Intermediation and Related Activities

About the position

The Private Client Relationship Manager at Citizens is responsible for building and maintaining relationships with affluent and high-net-worth clients. This role focuses on providing personalized financial planning and advice, collaborating with a team of financial professionals to help clients achieve their financial goals. The position emphasizes a client-centric approach, continuous improvement, and delivering exceptional service to enhance client experiences.

Responsibilities

• Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources.
• Perform regular, proactive outreach to manage, deepen and retain client relationships, creating remarkable experiences.
• Conduct thorough discovery to understand family dynamics, goals, objectives, and current financial situations.
• Engage with Certified Financial Planners and Financial Advisors to create and analyze clients' financial plans.
• Introduce appropriate opportunities to segment partners based on clients' financial goals.
• Provide regular, value-added engagement with clients through high-touch meetings and consistent communication.
• Leverage Salesforce CRM tool to document client interactions in detail.
• Build an activity-based business development plan centered around proactive outreach and follow-up behaviors.

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; at least two licenses required.
• Demonstrated success in a client-centric, proactive sales environment.
• Experience in cultivating relationships and new client acquisition.
• Success in revenue generation through planning, banking, lending product referrals, and investment referrals.
• Excellent written and verbal communication skills.
• Knowledge of industry regulatory requirements.

Nice-to-haves

• Experience in financial planning or wealth management sectors.
• Familiarity with Salesforce or similar CRM tools.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance plans.
• 401(k) retirement savings plan with company matching contributions.
• Professional development and continuous education opportunities.
• Flexible work schedule options.