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Private Client Relationship Manager - North Olmsted
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- As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
- The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
- As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
- As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships.
- 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 Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
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