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Job Description
As a Private Client Relationship Manager at Citizens, you'll engage with affluent clients to exceed their expectations, providing personalized financial advice and exceptional client experiences. Join a collaborative team dedicated to helping clients achieve their financial goals.
Key Responsibilities
Acquire and onboard new affluent clients
Grow net deposits, investments, and lending balances
Deepen client relationships through proactive engagements
Provide high-touch client experiences
Engage with Wealth Advisors and Certified Financial Planners
Collaborate with colleagues across business lines
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
Minimum two licenses required (SIE, Series 6, 7, 63, 65, or 66, Life and Health, Accident Insurance Licenses)