Join Citizens as a Private Client Relationship Manager, where you will connect with affluent clients to provide tailored financial strategies. Collaborate with a dedicated team to foster long-term relationships and enhance client satisfaction in a supportive environment.
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 with Wealth Advisors and CFPs to help clients reach financial goals
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 working with affluent and high-net-worth clients
Minimum of two licenses required (SIE, Series 6, 7, 63, 65, or 66, and Life and Health, Accident Insurance Licenses)
Demonstrated success in client-centric sales
Excellent written and verbal communication skills
Preferred Qualifications
Additional relevant certifications or licenses
Knowledge of industry regulatory requirements
Benefits & Perks
Comprehensive medical, dental, and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsGenerous paid time off policy