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Private Client Relationship Manager
Citizens Bank
posted about 2 months ago
About the position
The Private Client Relationship Manager at Citizens is responsible for deepening relationships with affluent and high-net-worth clients by providing tailored financial planning and advice. This role involves collaborating with various banking, lending, and investment professionals to help clients achieve their financial goals through personalized solutions. The position emphasizes a client-centric approach, continuous improvement, and professional development within a supportive team environment.
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 success in new client acquisition.
- Excellent written and verbal communication skills.
- Knowledge of industry regulatory requirements.
Nice-to-haves
- Experience in financial planning and investment referrals.
- Strong networking skills to develop internal and external referral sources.
Benefits
- Health insurance
- Dental insurance
- Tuition reimbursement
- Paid time off
- Parental leave
- Vision insurance
- Opportunities for advancement
- Retirement plan
