- 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
- 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 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 per Week: 40
- Work Schedule: M-F
-
private client rel manager
2 weeks ago
Citizens US-, Quincy, MA , USA, United StatesDescription · 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 bank ...
-
Private Client Rel Manager
2 weeks ago
Citizens Financial Group, Inc. Brookline, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Relationship Manager, Manager, ...
-
Private Client Rel Manager
2 weeks ago
CFA Institute Brookline, United States· 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, len ...
-
Private Client Rel Manager
2 weeks ago
Citizens Reading, United StatesAt 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 a ...
-
Private Client Rel Manager
2 weeks ago
Citizens North Reading, MA, United StatesAt 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 a ...
-
Private Client Rel Manager
2 weeks ago
Citizens Andover, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Part Time Teller Wollaston, MA
1 week ago
Santander Holdings USA Inc Quincy, United States Part timePart Time Teller Wollaston, MAWollaston, United States of AmericaUSA Job Function Description: Acts as first point of contact for consumer and business clients. Assists clients with resolving product, service or account issues, opening or closing accounts, processing transactions ...
-
Full Time Teller, Wollaston, MA
1 week ago
Santander Holdings USA Inc Quincy, United States Full timeFull Time Teller, Wollaston, MAWollaston, United States of AmericaUSA Job Function Description: Acts as first point of contact for consumer and business clients. Assists clients with resolving product, service or account issues, opening or closing accounts, processing transaction ...
-
Claims Tech Assistant
2 weeks ago
Arbella Insurance Group Quincy, United StatesAs a Claim Technical Assistant you will provide both administrative and technical support to all Claim functions (i.e. Auto, Liability, Property, SIU, Subrogation, etc.). · Key Responsibilities- Under direct supervision, process loss and expense payments in area of responsibility ...
-
Full Time Teller, Wollaston, Ma
3 weeks ago
Santander US Wollaston, United States Full timeFull Time Teller, Wollaston, MA · Wollaston, United States of America · USA Job Function Description: Acts as first point of contact for consumer and business clients. Assists clients with resolving product, service or account issues, opening or closing accounts, processing trans ...
-
Part Time Teller Wollaston, Ma
1 week ago
Santander US Wollaston, United States Part timePart Time Teller Wollaston, MA · Wollaston, United States of America · USA Job Function Description: Acts as first point of contact for consumer and business clients. Assists clients with resolving product, service or account issues, opening or closing accounts, processing transa ...
-
Acute Registered Nurse
2 weeks ago
Fresenius Medical Care East Weymouth, United States Full timePOSITION FEATURES: · This position will sit in Brockton Hospital · Dialysis experience required · PURPOSE AND SCOPE: · The Inpatient RN provides direct patient care in accordance to company policies and procedures which includes FMCNA compliance programs and contracted hospitals ...
-
Acute Inpatient Dialysis Registered Nurse
23 hours ago
Fresenius Medical Care East Weymouth, United States Full timePOSITION FEATURES:This position will sit in Brockton Hospital · Dialysis experience required · $7,500 Sign On Bonus Included · PURPOSE AND SCOPE: · The Inpatient RN provides direct patient care in accordance to company policies and procedures which includes FMCNA compliance prog ...
-
Nursing specialist
3 weeks ago
Eclipse Innovations Milton, United StatesDeputy Nursing Service Manager (m/f/d) | Intensive Care Community | Mannheim-Seckenheim · You are a 3-year certified nursing professional, looking to make a difference and ready for more responsibility? Then you are in the right place with our great, diverse team. · We are "Cur ...
-
Dme Support Coordinator
1 week ago
Agrace Milton, United States**Agrace is a nonprofit, community health care organization that is nationally recognized as a leader in the hospice industry. Well known for end-of-life care, Agrace also serves people across southern Wisconsin who are aging, seriously ill or grieving.** · **Agrace has a strong ...
-
Rehabilitation Aide
3 days ago
South Shore Health Weymouth, United States**Job Description Summary** · Under the direct supervision of licensed clinical staff, assists the therapists in routine tasks for therapeutic treatment of patients. Assists the department supervisor/manager in coordinating the overall department's function and maintenance. · **E ...
-
Vice President of Marketing and Communications
3 weeks ago
Massachusetts Clean Energy Center Boston, United States**Job Type**: Full-time · **Pay**:$125,000 - $135,000 per year, dependent on experience and education · **Benefits**: 457b plan and matching; Medical coverage and 100% deductible coverage through HRA; Dental coverage; Vision coverage; Life insurance; Paid time off; Parental leave ...
-
Investor Relations, Managing Director
1 week ago
State Street Boston, United StatesWho we are looking for · The Managing Director (MD) of Investor Relations (IR) reports to and collaborates with the EVP, Global Head of IR in developing and executing the global IR strategy. The primary operating objective of the IR program is to educate and inform investors and ...
-
Lpn Med Surg-3rd Floor Flexi
1 week ago
Sentara Healthcare Suffolk, United StatesThe Licensed Practical Nurse (LPN) functions under the supervision of an RN or Licensed Independent Practitioner (LIP) in the clinical setting, within the scope of practice dictated by the State Boards of Nursing. The LPN demonstrates professional and clinical knowledge relative ...
-
Data Management Coordinator
2 weeks ago
NR Consulting LLC Boston, United StatesThe Women's Veterans' Network **DATA** Coordinator works under the guidance of the Executive Office of Veterans' Services WVN Director. The Women Veterans' Network **DATA** Coordinator collects, coordinates, and **executes and maintains the women veteran centric database.** · Rec ...
Private Client Rel Manager - North Quincy, United States - Citizens
Description
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 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.
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
