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Job Description
Join Citizens as a Customer Relationship Advocate, where you will engage with affluent clients to provide tailored financial planning and exceptional service. Your role will be pivotal in growing client relationships and achieving financial goals.
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 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 or wealth management experience
Experience working with affluent and high net worth clients
Minimum of two licenses: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Excellent written and verbal communication skills
Preferred Qualifications
Additional licenses can be obtained within a specific timeline upon hire