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Job Description
Join Citizens as a Private Client Banker, where you will engage with affluent clients, providing personalized financial planning and advice. Collaborate with a dedicated team to enhance client relationships and achieve their financial goals.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagements
Provide exceptional client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in various lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant experience
Experience working with affluent and high net worth clients
Minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining relationships with clients and internal partners