Private Client Relationship Manager

Citizens Bank; Fort Lee (NJ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Client Relationship Manager to engage with affluent clients and provide personalized financial planning and advice. In this dynamic role, you will deepen relationships by understanding clients' financial goals and collaborating with a dedicated team of advisors. The ideal candidate will possess strong sales experience, excellent communication skills, and a client-centric approach to service. This position offers a unique opportunity to thrive in a supportive environment focused on continuous improvement and professional development. If you are passionate about helping clients achieve their financial dreams, this is the perfect opportunity for you.

Qualifications

• Bachelor's degree preferred or relevant experience in client management.
• At least two financial licenses required upon hire.

Responsibilities

• Acquire and retain affluent client relationships through proactive outreach.
• Collaborate with financial planners to create tailored financial solutions.

Skills

Client Relationship Management

Sales Experience

Financial Planning

Communication Skills

Korean Language Skills

Education

Bachelor’s Degree

3-5 Years Relevant Experience

Tools

Salesforce CRM

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 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 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, 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, 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 time period 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.
• Korean language skills strongly preferred.

Hours & Work Schedule:

• Hours per Week: 40
• Work Schedule: M-F - 100% In Office

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Equal Employment Opportunity:

Citizens, its parent, subsidiaries, and related companies (Citizens), provides 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, transgendered and transitioning individuals, 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. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities, and shareholders.