Private Client Relationship Manager

Citizens Bank - Canton, OH

Full-time - Mid Level

Canton, OH

Credit Intermediation and Related Activities

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 manager will engage in proactive outreach, conduct thorough discovery conversations, and ensure a best-in-class client experience while managing a defined book of clients.

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.
• Conduct thorough discovery to understand clients' family dynamics, goals, 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 meetings and communication.
• Leverage Salesforce CRM tool to document client interactions in detail.
• Build an activity-based business development plan centered around proactive outreach.

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.
• 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 referral sources.

Benefits

• Customer-centric culture
• Access to training and tools for career growth
• Supportive and collaborative workforce