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Relationship Manager
3 weeks ago
Sumitomo Mitsui Banking Corporation New York, United StatesSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...
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Relationship Manager
3 weeks ago
Sumitomo Mitsui Banking Corporation New York, United StatesSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...
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Relationship Manager
4 days ago
East West Bank New York, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
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Relationship Manager
3 days ago
City National Bank New York, United StatesOverview: · **RELATIONSHIP MANAGER** · **WHAT IS THE OPPORTUNITY?** · Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves ...
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Business Banking Virtual Relationship Manager
3 weeks ago
Citizens Iselin, United States**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 ...
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Relationship Manager
2 weeks ago
MAX Surgical Specialty Management New Brunswick, United StatesWe are seeking a motivated and dynamic individual to join our marketing team as a Relationship Manager. The ideal candidate will have a strong passion for building relationships, generating referrals, and driving the growth of our practice through strategic outreach efforts. As a ...
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Relationship Manager
1 week ago
MAX Surgical Specialty Management New Brunswick, United StatesJob Description · Job DescriptionWe are seeking a motivated and dynamic individual to join our marketing team as a Relationship Manager. The ideal candidate will have a strong passion for building relationships, generating referrals, and driving the growth of our practice through ...
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Business Relationship Manager
2 weeks ago
Lincoln IT New York, United StatesWe are looking for a Business Relationship Manager (BRM) to join our team of IT professionals. Previous experience in Hospital and healthcare environment is a must for this role. Within our organization, the Business Relationship Management team focuses on enhancing customer rela ...
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Associate, Relationship Management
1 week ago
BNY Mellon New York, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
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Dealer Relationship Manager
3 weeks ago
Santander US York, United StatesDealer Relationship Manager - York, PA · Harrisburg, United States of America · This is an outside sales position that requires the representative to be physically living in the vicinity of York, PA for business needs. Before applying, please keep in mind that this position does ...
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Associate, Relationship Management
1 week ago
The Bank of New York Mellon Corporation New York, United States**_Bring your ideas. Make history. _** · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody a ...
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Account Relationship Manager
3 weeks ago
Agency 967 New York, United StatesAre you passionate about presenting products that are nothing short of 'awe-inspiring' to your clientele? Step right in to join Agency 967 - a growth-oriented contract furnishings sales agency that has carved a niche in the hospitality sector. Nestled in the heart of New York Cit ...
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Director, Relationship Management Manager
2 weeks ago
BNY Mellon New York, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
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Client Relationship Manager
1 week ago
STIFEL New York, United States**Summary** · Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail themselves of the full range of investment solutions available to them th ...
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Director, Relationship Management
1 week ago
S&P Global New York, United States**About the Role**: · **Grade Level (for internal use)**: 12 · **About the Role**: Director, Relationship Management · The Relationship Management role is a position which can leverage knowledge of the energy industry to enhance relationships with Clients and help them maximize t ...
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Business Banking Relationship Manager
3 weeks ago
Webster Bank New York, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
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Enterprise Sales Relationship Manager
2 weeks ago
Intercontinental Exchange Holdings, Inc. New York, United StatesOverview: · **Job Purpose** · The Manager, Relationship Management is responsible for directing the activities of four Inside Sales Representatives as well as 2 RM Coordinators. ongoing relationship for a territory of 2- 6 accounts ranging in revenue from 5M to 60M in annual reve ...
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Home Care Relationship Manager
3 weeks ago
Home Health Care Agency New York, United States**Incare Home Health Care** is a NYS licensed home care provider proudly serving all five boroughs and Westchester. Our agency believes in providing quality care that meets the vision and needs of our elderly population so they may age with dignity and safety in the comfort of th ...
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Corporate Sales, Relationship Manager
2 weeks ago
Bloomberg New York, United StatesBloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to mak ...
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Relationship Management Support Associate
1 week ago
Prudential Newark, United StatesJob Classification: · Sales - Sales · **Job Description**: · Prudential's Structured Settlements Business is seeking a Relationship Management Support Associate. The Relationship Management Support Associate, as a member of the Onboarding and Administration Team, will report to t ...
Private Client Relationship Manager - Edison, NJ, United States - Citizens
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.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 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.
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.
Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value propositionPerform 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 thePrivate 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
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
Knowledge of industry regulatory requirements to ensure a sound control environment
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. 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.
Citizens is a brand name of Citizens Bank, N.At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
