Private Client Relationship Manager, West Hartford, CT
West Hartford, Connecticut
Employer: Citizens Financial Group
Industry: Wealth and Asset Management
Salary: Competitive
Job type: Full-Time
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 taking the next step, 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 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.
Qualifications, Education, Certifications and/or Other Professional Credentials
Hours & Work Schedule
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 Opportunity
At 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, 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
<
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 taking the next step, 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 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
- Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses.
- At least one FINRA license 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 & 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 Opportunity
At 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, 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
<
Created: 2024-09-04
Reference: 35363
Country: United States
State: Connecticut
City: West Hartford
Similar jobs:
-
SALES ASSOCIATE in NEW HARTFORD, CT S22757
Dollar General in New Hartford, Connecticut -
Casual Courier - (West Hartford, CT)
DHL International GmbH in West Hartford, Connecticut -
Psychiatrist - Emergency/Consult Liaison - Hartford, CT
Hartford HealthCare at Home in Hartford, Connecticut -
RN (Registered Nurse) - $43-67/Hour - West Hartford, CT
ConnectRN in West Hartford, Connecticut💸 $43 - $67 per hour -
PRN OT Occupational Therapist - West Hartford, CT
Frontier Management in West Hartford, Connecticut -
LEAD SALES ASSOCIATE-PT in EAST HARTFORD, CT S13808
Dollar General in East Hartford, Connecticut -
Cook - XFINITY Theatre Hartford, CT
AEG in Hartford, Connecticut -
Family Nurse Practitioner or Physician Assistant - Emergency Medicine - Per Diem - Hartford, CT
Hartford HealthCare at Home in Hartford, Connecticut -
Nurse Practitioner or Physician Assistant - Surgical Critical Care - Hartford, CT
Hartford HealthCare at Home in Hartford, Connecticut -
RN (Registered Nurse) - $43-67/Hour - East Hartford, CT
ConnectRN in East Hartford, Connecticut💸 $43 - $67 per hour -
Casual Courier - (West Hartford, CT)
DHL in West Hartford, Connecticut -
Manager Software Engineering - Hartford, CT - 2245290
UnitedHealth Group in Hartford, Connecticut💸 $187450 per year -
Laborers for Concrete Construction - Hartford, CT
The Heico Companies, LLC. in Hartford, Connecticut -
Snow Removal Attendant - Hartford, CT
LAZ Parking in Hartford, Connecticut💸 $20 per hour -
NP or PA Complex Care at Home - Hartford and New Haven County, CT
UnitedHealth Group in New Haven, Connecticut💸 $88000 - $173200 per year -
Relationship Banker, Bishops Corner, West Hartford, CT
Santander Bank in West Hartford, Connecticut💸 $45000 - $58000 per year -
PRN Speech Language Pathologist SLP - West Hartford, CT
Frontier Management in West Hartford, Connecticut -
ASST STORE MGR in EAST HARTFORD, CT S13808
Dollar General in East Hartford, Connecticut -
LEAD SALES ASSOCIATE-PT in EAST HARTFORD, CT S18014
Dollar General in East Hartford, Connecticut -
ASST STORE MGR in HARTFORD, CT S15316
Dollar General in Hartford, Connecticut