What are the responsibilities and job description for the Financial Planning Professional position at Citizens?
Citizens Private Client seeks a Private Client Relationship Manager to grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations. Key Responsibilities include:
">- Acquiring and onboarding new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
- Growing net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
- Deepening and retaining client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
The ideal candidate will possess:
">- A 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.
- A minimum of two licenses: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses.
- Excellent written and verbal communication skills.
We offer a competitive salary, opportunities for incentive compensation, and a dynamic work environment.
