Private Client Relationship Manager

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Sales","Relationship building","Communication"]

Private Client Relationship Manager builds and manages relationships with affluent clients, driving wealth growth through personalized financial planning, collaboration with Wealth Advisors, and proactive client service in a private client banking setting.

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Citizens Bank
Citizens Bank
3 months ago

Private Client Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Private Client Relationship Manager builds and manages relationships with affluent clients, driving wealth growth through personalized financial planning, collaboration with Wealth Advisors, and proactive client service in a private client banking setting.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
  • •Grow net deposits, investments, and lending balances by conducting discovery and financial planning conversations and presenting personalized strategies.
  • •Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and insights.
  • •Provide exceptional, high-touch client experiences.
  • •Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.

Key Requirements

  • •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.
  • •Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment.
Experience:3-5 yearsWealth managementBanking
Education:High School
Skills:SalesRelationship buildingCommunication
Licenses:SIESeries 6/7Series 63/66
Certifications:SIESeries 6/7Series 63/66
Languages:English
Tech Stack:Salesforce

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website