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Citizens Bank - Middletown, CT
posted 2 months ago
Full-time - Mid Level
Middletown, CT
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 advisors 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.
- Familiarity with Salesforce CRM or similar tools.
Benefits
- Comprehensive health insurance coverage.
- 401(k) retirement savings plan with company matching.
- Professional development opportunities and training programs.
- Paid time off and holidays.
- Employee discounts on banking products.
