Join Citizens as a Private Client Banker to provide personalized financial planning for affluent clients. You'll collaborate with Wealth Advisors and other teams to ensure exceptional client experiences and grow their financial portfolios.
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
Collaborate with colleagues in various lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking or wealth management experience
Experience with affluent and high-net-worth clients
SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in client-centric sales environment
Excellent written and verbal communication skills
Preferred Qualifications
Experience establishing and maintaining relationships with clients and internal partners