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Job Description
As a Private Client Relationship Manager at Citizens, you'll engage with affluent clients to provide personalized financial planning and advice. You will collaborate with Wealth Advisors, ensuring exceptional client experiences and driving 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 client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues across various business lines
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or relevant experience
Experience working with affluent and high net worth clients
Minimum of two licenses required (SIE, Series 6, 7, 63, 65, or 66 licenses and Life and Health, Accident Insurance Licenses)
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining relationships with clients
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Opportunity to earn incentive compensationSupportive and collaborative work cultureAccess to training and tools for career growth