Private Client Relationship Manager - Warren Michigan

Company: Citizens
Location: Warren, Michigan
Posted On: 09/13/2024

Role OverviewCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for cultivating and maintaining relationships with affluent and high-net-worth clients.Key Responsibilities

• Acquire new relationships through strategic outreach and engagement
• Provide personalized financial planning and advice to clients
• Collaborate with internal partners to deliver exceptional service
• Develop and implement effective client retention strategiesAbout CitizensWe are a leading financial institution dedicated to helping our clients, colleagues, and communities reach their potential. Our commitment to diversity, equity, and inclusion drives our approach to business and community engagement. We offer a dynamic and inclusive work environment that values collaboration, innovation, and excellence. More...

      

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