About This Role
This role involves managing relationships with affluent and high-net-worth clients, providing world-class financial planning and advice to help them achieve their financial goals. It requires a client-centric approach, collaboration with wealth financial advisors and certified financial planners, and a commitment to continuous professional development.
Responsibilities
- Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
- Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations
- Understand a client’s financial goals and present personalized strategies aligned with each client’s objectives
- Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
- Provide exceptional, high-touch client experiences
- Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
- Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
- Leverage Salesforce CRM to track activity
Requirements
- Bachelor’s degree (preferred)
- 3 - 5 years of banking, wealth management or other relevant equivalent experience
- Experience working with affluent and high net worth clients
- SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
- Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
- Demonstrated success in a client-centric, initiative-taking sales environment
- Experience establishing and maintaining relationships with clients and internal partners
- Knowledge of industry regulatory requirements to ensure a sound control environment
- Excellent written and verbal communication skills
Benefits
- Opportunity to earn additional incentive earnings
- Competitive pay
- Comprehensive medical, dental and vision coverage
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
Important Details
- Schedule: M-F; potential Saturday hours
About the Company
At Citizens, the mission is to help clients, colleagues and communities reach their potential through a distinguished client-centric culture, a mindset of continuous improvement, and enhanced capabilities. Citizens Private Client provides personalized financial planning and advice.
