Private Wealth, Relationship Manager (Tampa, FL)

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5-7 yearsEducation: bachelorsSkills: ["Relationship management","Business development","Client service"]

Serve as a trusted advisor to high-net-worth/UHNW clients in Tampa, partnering with Wealth Managers to deliver a high-touch, personalized experience. Build and deepen client relationships, understand evolving financial goals, and coordinate tailored wealth management solutions. Proactively uncover opportunities to strengthen relationships and drive growth through referrals and cross-functional collaboration, anticipating client needs to enhance the overall client experience.

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Citizens Bank
Citizens Bank
2 days ago

Private Wealth, Relationship Manager (Tampa, FL)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Serve as a trusted advisor to high-net-worth/UHNW clients in Tampa, partnering with Wealth Managers to deliver a high-touch, personalized experience. Build and deepen client relationships, understand evolving financial goals, and coordinate tailored wealth management solutions. Proactively uncover opportunities to strengthen relationships and drive growth through referrals and cross-functional collaboration, anticipating client needs to enhance the overall client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Partner closely with Wealth Managers to deliver a high-touch, personalized experience for high-net-worth clients.
  • •Proactively identify opportunities to deepen client relationships and expand assets under management through referrals and cross-functional partnerships.
  • •Build, develop, and maintain client relationships by understanding evolving financial needs and objectives.
  • •Provide personalized service and coordinate wealth management solutions as a trusted resource for clients.
  • •Anticipate client needs with proactive guidance and support business development to help grow the practice.

Key Requirements

  • •Bachelor's Degree required.
  • •Minimum 5-7 years of Financial Services experience.
  • •Strong relationship management, business development, and client service skills.
  • •Active Series 7 and Series 63, 65, or 66 licenses required.
  • •Ability to provide proactive, personalized client guidance and coordinate wealth management solutions.
Experience:5-7 yearsFinancial servicesWealth management
Education:Bachelor's
Skills:Relationship managementBusiness developmentClient service
Certifications:Series 7Series 63Series 65Series 66

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