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Job Description
Join Citizens as a Wealth Management Client Associate to engage with affluent clients, providing personalized financial planning and exceptional service to help them achieve their financial goals.
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 in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3-5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
SIE, Series 6 (or 7), 63 (65 or 66), and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric, initiative-taking sales environment
Excellent written and verbal communication skills
Preferred Qualifications
Knowledge of industry regulatory requirements
Experience establishing and maintaining relationships with clients and internal partners