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Relationship Manager

Citizens

Newtown Square, PA
4 days ago

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

As a Private Client Relationship Manager at Citizens, you will engage with affluent clients to provide top-tier financial planning and advice. Collaborate with Wealth Advisors to create personalized strategies that meet clients' financial goals while ensuring exceptional service and relationship management.

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, wealth management or relevant experience
  • Experience working with affluent and high net worth clients
  • Minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
  • Demonstrated success in a client-centric, initiative-taking sales environment
  • Experience establishing and maintaining relationships with clients
  • Knowledge of industry regulatory requirements
  • Excellent written and verbal communication skills