Join Citizens as a Private Client Relationship Manager, where you will engage with affluent clients to provide personalized financial planning and advice. You'll collaborate with Wealth Financial Advisors to enhance client relationships and drive growth in investments and deposits.
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, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues across different lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3-5 years of banking, wealth management or equivalent experience
Experience working with affluent and high net worth clients
Minimum of two licenses: 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