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Job Description
Join Citizens as a Private Client Relationship Manager where you'll engage with affluent clients, providing personalized financial planning and exceptional service. Collaborate with Wealth Advisors to help clients achieve their financial goals while being part of a supportive team dedicated to continuous improvement.
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 equivalent experience
Experience with affluent and high net worth clients
Minimum of two licenses: SIE, Series 6, 7, 63, 65, or 66, and Life and Health, Accident Insurance Licenses
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Competitive payMedical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off exceeding mandatory policies