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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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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.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager. Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. 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.
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Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.
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Build an activity-based business development plan centered around proactive outreach and follow-up behaviors. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
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You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. Demonstrated success in a client-centric, proactive sales environment.
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Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities.
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Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
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Leverage Salesforce CRM tool to document client interactions in detail. Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition.
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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.
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Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. A minimum of the SIE plus one of the following license is required for consideration: Series 6 (or 7), 63 (or 66), and Life and Health Insurance; Additional license can be obtained within a specific timeframe upon hire.
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At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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SIE and one of the following: Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
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financial advisor small business jobs Title: client relationship manager
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