Citizens Bank Private Bank Investment Manager in Southfield, Michigan

Description

An Investment Manager at Citizens Private Bank is responsible for helping the Private Wealth Advisor team win new assets under management by assisting the team in bringing in new high net worth and institutional clients and identifying new opportunities with existing clients, through advising on a fully integrated comprehensive wealth management approach anchored in deep client understanding and thorough financial planning. The Investment Manager is the senior, client facing investment strategy expert in the local market.·Responsible for developing investment solutions based on client goals, risk tolerance, risk appetite·Responsible for ongoing client communication, including active communication about the firm’s investment strategy. Maintains current financial plan and adapts as necessary when client circumstances change. Requires thorough knowledge of the investment solution set established by our Strategy Team and appropriate utilization of all available tools to craft investment solutions for each unique client situation.·Meet with clients to review progress toward goals, investment strategy and market conditions.·Develop and recommend strategies based on a thorough financial plan to achieve the investment goals of clients.·Responsible for aggressive new AUM business development, working closely with Private Wealth Advisor teams. Supports developing new client relationships by establishing trust and deep understanding of client goals and fears.·Provides leadership in financial planning utilization and investment expertise to other team members.

Qualifications

·Responsible for developing investment solutions based on client goals, risk tolerance, risk appetite·Responsible for ongoing client communication, including active communication about the firm’s investment strategy. Maintains current financial plan and adapts as necessary when client circumstances change. Requires thorough knowledge of the investment solution set established by our Strategy Team and appropriate utilization of all available tools to craft investment solutions for each unique client situation.·Meet with clients to review progress toward goals, investment strategy and market conditions.·Develop and recommend strategies based on a thorough financial plan to achieve the investment goals of clients.·Responsible for aggressive new AUM business development, working closely with Private Wealth Advisor teams. Supports developing new client relationships by establishing trust and deep understanding of client goals and fears.·Provides leadership in financial planning utilization and investment expertise to other team members.·10-15 years of experience in investment decision making and financial planning consultation working with high net worth and institutional clients·Bachelors degree required·Advanced degree CFA and/or CFP designation preferred·Significant work experience in financial services industry·Demonstrated passion and understanding of investment solutions and financial planning·In depth experience in high net worth investment offerings, leveraging sophisticated investment products to wealthy individuals and institutional clients·Series 7 Securities License within 120 days of hireHours & Work ScheduleHours per Week: 40Work Schedule: M-FWhy Work with UsAt Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment and Opportunity Employer/Disabled/VeteranIt is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.Equal Opportunity & Affirmative Action Employer Disabled/VeteranCitizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.Hours & Work ScheduleHours per Week: Work Schedule: Why Work with UsAt Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.Equal Employment OpportunityIt is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.Equal Opportunity & Affirmative Action Employer Disabled/VeteranCitizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.