Join Citizens as a Relationship Manager to provide exceptional financial planning services to affluent clients. You will build lasting relationships, grow investments, and collaborate with a dedicated team to exceed client expectations in a rewarding environment.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Competitive payComprehensive medical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off policy exceeding mandatory local and state jurisdiction