Private Client Relationship Manager, New Haven, CT
Company: Citizens
Location: Ansonia
Posted on: September 30, 2024
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Job Description:
Description
At Citizens, tailored advice, personalized experiences, and
innovative ideas, products, and solutions, are central to helping
clients navigate changing circumstances. In this role, you'll
deepen relationships with your clients by collaborating with peers
across banking, lending, and investing, helping them with short-
and long-term financial goals.
Our mission is to help clients, colleagues and communities reach
their potential. We do this through our distinguished
client-centric culture, having a mindset of continuous improvement
and always enhancing our excellent capabilities. Citizens is the
bank that stands and grows with its clients. 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. We do this through creating a culture of
continuous coaching, professional development, and ongoing practice
management support.
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 taking the next
step, 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. They provide a tailored
expertise to a defined book of affluent and high-net-worth clients.
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. 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.
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.
Primary responsibilities include.
Acquire qualified, new-to-wealth relationships through leads and by
developing internal and external referral sources to introduce to
the Private Client value proposition.
Perform regular, proactive outreach to manage, deepen and retain
the relationships, creating remarkable experiences.
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.
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.
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.
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
SIE, Series 6 (or 7), 63 (or 66), and Life and Health Insurance
Licenses.
At least two licenses required; additional licenses can be obtained
within a specific timeframe upon hire.
Demonstrated success in a client-centric, proactive sales
environment.
Experience in cultivating relationships
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.
Experience establishing and maintaining relationships with clients
and internal partners.
Excellent written and verbal communication skills
Knowledge of industry regulatory requirements to ensure a sound
control environment.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
Some job boards have started using jobseeker-reported data to
estimate salary ranges for roles. If you apply and qualify for this
role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat
everyone with respect and professionalism. Employment decisions are
based solely on experience, performance, and ability. Citizens, its
parent, subsidiaries, and related companies (Citizens) provide
equal employment and advancement opportunities to all colleagues
and applicants for employment without regard to age, ancestry,
color, citizenship, physical or mental disability, perceived
disability or history or record of a disability, ethnicity, gender,
gender identity or expression (including transgender individuals
who are transitioning, have transitioned, or are perceived to be
transitioning to the gender with which they identify), genetic
information, genetic characteristic, marital or domestic partner
status, victim of domestic violence, family status/parenthood,
medical condition, military or veteran status, national origin,
pregnancy/childbirth/lactation, colleague's or a dependent's
reproductive health decision making, race, religion, sex, sexual
orientation, or any other category protected by federal, state
and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its
respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around
helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and
collaborative workforce, with access to training and tools to
accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate
successfully passing a background check, which may include initial
credit, motor vehicle record, public record, prior employment
verification, and criminal background checks. Results of the
background check are individually reviewed based upon legal
requirements imposed by our regulators and with consideration of
the nature and gravity of the background history and the job
offered. Any offer of employment will include further
information.
Keywords: Citizens, New England , Private Client Relationship Manager, New Haven, CT, Executive , Ansonia, Northeast
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