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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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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.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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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We do this through creating a culture of continuous coaching, professional development and ongoing practice management support. They provide a tailored expertise to a defined book of affluent and high-net-worth clients.
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Build an activity-based business development plan centered around proactive outreach and follow-up behaviors. 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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Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition. 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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Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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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. Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager.
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Job Summary:The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities.
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Major Gifts: Lead efforts to solicit major gifts from high-net-worth individuals and develop personalized cultivation and stewardship plans for top donors. Minimum of 5 years of experience in fundraising, with a proven track record of success in major gifts along with fundraising events and campaign management.
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Is responsible for managing a portfolio of high net worth donors and prospects and developing and implementing tailored cultivation, solicitation, and stewardship plans for those donors.
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Seamlessly work as an integral part of the client relationship building process and business development activities between the sales and wealth management teams. This partnership will support Mercer’s efforts to attract new ultra-high net worth clients and families.
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The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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development wealth management advisor net worth jobs Title: wealth management Company: Equitable Advisors in Wailuku, Hawaii
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