Private Client Relationship Manager

Citizens Bank - New Haven, CT

Full-time - Mid Level

New Haven, CT

Credit Intermediation and Related Activities

About the position

As a Private Client Relationship Manager at Citizens, you will engage with affluent and high-net-worth clients to provide personalized financial planning and advice. Your role will involve collaborating with a team of financial advisors to help clients achieve their financial goals through tailored banking and lending solutions. The position emphasizes building and maintaining strong client relationships, ensuring a best-in-class client experience, and leveraging a client-centric approach to financial services.

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 planning, banking, lending product referrals and sales, and investment referrals.
• Experience establishing and maintaining relationships with clients and internal partners.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Professional development and continuous education opportunities.
• Flexible scheduling options to promote work-life balance.