Private Client Relationship Manager (Summer St., Boston MA)
Company: Citizens
Location: Arlington
Posted on: May 23, 2023
Job Description:
DescriptionAt Citizens, 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. Within Citizens Wealth Management, 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 doing the next right thing 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 lifes
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.
Responsibilities
- 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
clients trusted relationship manager
- Engage with Certified Financial Planners and Financial Advisors
to create and analyze the clients 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, etc.
- 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,
etc.
- 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
- Bachelors degree (preferred) or 3-5 years relevant equivalent
experience
- Series 6 (or 7), 63/65 (or 66), and Life and Health Insurance
Licenses. At least one of these licenses is 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 and 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 OpportunityAt 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, colleagues or a dependents
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 EmployerCitizens
is a brand name of Citizens Bank, N.A. and each of its respective
affiliates.Why Work for UsAt 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
Keywords: Citizens, Arlington , Private Client Relationship Manager (Summer St., Boston MA), Accounting, Auditing , Arlington, Massachusetts
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