Join Citizens as a Private Client Relationship Manager, where you'll provide personalized financial planning to affluent clients, exceed their expectations, and collaborate with a dedicated team. Your role will involve acquiring new clients, enhancing existing relationships, and delivering exceptional service.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow deposits, investments, and lending balances through financial planning conversations
Deepen and retain client relationships through proactive engagements
Provide exceptional client experiences
Collaborate with Wealth Advisors and Certified Financial Planners
Partner with colleagues across different business lines
Utilize Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or relevant experience
Experience with affluent and high-net-worth clients
Minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience in establishing and maintaining client relationships
Knowledge of regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Competitive payComprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off policy exceeding mandatory requirements