Hcgn
Private Client Relationship Manager
MA, United States
Sponsorship not specifiedDetected 1 day ago
Mentoring
About the role
- We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities.
- Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals.
- Primary responsibilities include - Acquire and onboard new affluent and high-net-worth clients into...
Responsibilities
- We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
- PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team.
Company info
- At Citizens, our mission is to help clients, colleagues and communities reach their potential.
This listing is sourced directly from Hcgn's careers page and normalized into a canonical job model.