Private Client Relationship Manager

7 months ago

Coaticook, Canada Citizens Full time

Private Client Relationship Manager - Goffstown, NH

**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. 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 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 & Work Schedule**
- Hours per Week: 40
- Work Schedule: M-F

**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 a

  • Private Client Relationship Manager

    7 months ago

    Coaticook, Canada Citizens Full time

    Private Client Relationship Manager - Laconia, NH **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...

  • Client Service Representative Casual

    7 months ago

    Coaticook, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Parts Manager

    3 months ago

    Coaticook, Canada JLD-Laguë - John Deere Dealership Full time

    **Job title**: Parts manager **Workplace**: Groupe JLD-Laguë - Coaticook 544 rue Main Ouest, Coaticook, Quebec, Canada, J1A2S5 **Job status**: Full time Day, Week Base salary + Monthly and annual bonus plan based on departmental results JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used...

  • Service Manager

    2 months ago

    Coaticook, Canada JLD-Laguë - John Deere Dealership Full time

    **Job title**: Service manager **Workplace**: Groupe JLD-Laguë - Coaticook 544 rue Main Ouest, Coaticook, Quebec, Canada, J1A2S5 **Job status**: Full time Day, Week Base salary + Monthly and annual bonus plan based on departmental results JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used...

  • Service Manager

    4 months ago

    Coaticook, Canada JLD-Laguë - John Deere Dealership Full time

    **Job title**: Service manager **Workplace**: Groupe JLD-Laguë - Coaticook 544 rue Main Ouest, Coaticook, Quebec, Canada, J1A2S5 **Job status**: Full time Day, Week Base salary + Monthly and annual bonus plan based on departmental results JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used...

  • Service manager

    3 months ago

    Coaticook, Canada Le Groupe JLD-Laguë Full time

     JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has...

  • Branch Manager

    7 months ago

    Coaticook, Canada National Bank of Canada Full time

    It is to play a key role in ensuring the smooth running of your branch by acting as a coach to employees. It is to be a mobilizing leader and passionate about business development and the achievement of objectives. It's working in synergy with your partners and collaborators! **Your job** - Provide personalized "coaching" to Advisors, the Customer Service...

  • Service manager

    4 months ago

    Coaticook, Canada Le Groupe JLD-Laguë Full time

     JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has...

  • Service manager

    4 months ago

    Coaticook, Canada Le Groupe JLD-Laguë Full time

     JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has...

  • Service manager

    4 months ago

    Coaticook, Canada Le Groupe JLD-Laguë Full time

     JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has...

  • Service Manager

    3 weeks ago

    Coaticook, Quebec, Canada Le Groupe JLD-Laguë Full time

    Established in 1962, Le Groupe JLD-Lagué has solidified its position as a leader in sales and service of new and used equipment. Our success can be attributed to our 430 dedicated employees across 18 locations.Job OverviewThis exciting opportunity is part of a dynamic team that oversees the after-sales department at JLD-Lagué. As Service Manager, you will...

  • Service Operations Manager

    1 month ago

    Coaticook, Quebec, Canada Le Groupe JLD-Laguë Full time

    About UsLe Groupe JLD-Laguë is a renowned leader in sales and service of new and used equipment. With over 60 years of experience, we have established ourselves as a trusted partner in the industry.Job OverviewWe are seeking a highly skilled Service Operations Manager to join our team. As a key member of our after-sales department, you will be responsible...

  • Internal Sales Project Manager

    4 months ago

    Coaticook, Canada Créations Polycrylic Full time

    Work Schedule: Monday through Thursday from 8am to 5pm and Friday from 8am to Noon Date of entry: As soon as possible Hourly rate: According to experience and training ABOUT POLYCRYLIC Polycrylic’s mission is to create trophies that reflects the talents we wish to highlight and to offer professional customer service. Polycrylic has been manufacturing...

  • Financial Security Advisor, Life and Health Insurance

    4 weeks ago

    Coaticook, Canada Desjardins Full time

    As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...

  • Service Team Lead

    4 weeks ago

    Coaticook, Quebec, Canada Le Groupe JLD-Laguë Full time

    Company OverviewLe Groupe JLD-Laguë is a leading provider of sales and service solutions for new and used agricultural equipment. With over 60 years of experience, the company has established itself as a trusted partner in the industry.Salary and BenefitsWe offer an attractive salary range of $70,000 - $90,000 per year, depending on experience, as well as a...

  • Citizens Banker

    7 months ago

    Coaticook, Canada Citizens Full time

    Citizens Banker **Description** Starting Salary: $20 / hour and up Citizens Bankers devote their time getting to know their customers and building lasting relationships by providing trusted advice. Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you will anticipate your customers’...

  • Citizens Banker

    7 months ago

    Coaticook, Canada Citizens Full time

    Citizens Banker **Description** Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. **What you'll do** Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a...

  • Citizens Banker

    7 months ago

    Coaticook, Canada Citizens Full time

    Citizens Banker **Description** Salary Range: $20 - $24 / hour Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. **What you'll do** Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a...

  • Service manager

    4 months ago

    Coaticook, Quebec, J0B, Coaticook, Canada Le Groupe JLD-Laguë Full time

    JLD-Laguë Group, authorized John Deere dealerships, is recognized as a leader in sales and service of new and used equipment. The opportunity to work in a pleasant, motivating and challenging environment! We have been in business for over 60 years, thanks to our 430 motivated and competent employees throughout our 18 locations. The company has experienced...

  • Technical Consultant for Agriculture and Industry

    3 weeks ago

    Coaticook, Quebec, Canada Le Groupe JLD-Laguë Full time

    About Le Groupe JLD-Lagu'eWe are a leader in sales and service of new and used equipment, with over 60 years of experience and 18 locations throughout Quebec and Ontario. Our team of 430 motivated employees is dedicated to providing exceptional customer service.Job OverviewThis role offers a unique opportunity to work in a dynamic environment where you...