Private Client Relationship Manager

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 83,000 - 104,000 annuallyFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Client-centric","Initiative-taking","Relationship building","Communication","Regulatory awareness"]

Build and grow a Book of Business for affluent and high-net-worth clients by acquiring new clients, conducting discovery and financial planning conversations, and presenting personalized strategies. Deepen relationships through proactive outbound outreach tied to life events and financial triggers, delivering high-touch client experiences. Partner with Wealth Financial Advisors and Certified Financial Planners, collaborate across business lines for seamless service, and track activities in Salesforce CRM.

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Citizens Bank
Citizens Bank
2 days ago

Private Client Relationship Manager

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Last checked: 2 hours agoStatus: Live

Job Summary

Build and grow a Book of Business for affluent and high-net-worth clients by acquiring new clients, conducting discovery and financial planning conversations, and presenting personalized strategies. Deepen relationships through proactive outbound outreach tied to life events and financial triggers, delivering high-touch client experiences. Partner with Wealth Financial Advisors and Certified Financial Planners, collaborate across business lines for seamless service, and track activities in Salesforce CRM.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire and onboard new affluent and high-net-worth clients via outbound calling and in-branch or partner introductions.
  • •Grow net deposits, investments, and lending balances through discovery and financial planning conversations and tailored strategy recommendations.
  • •Deepen and retain client relationships with proactive outbound engagements based on life events and financial triggers.
  • •Provide exceptional, high-touch client experiences in collaboration with Wealth Financial Advisors and Certified Financial Planners.
  • •Use Salesforce CRM to track client activity and coordinate with internal partners across business lines.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually
Perks:Health InsuranceDentalVisionPaid LeaveMaternity LeavePaternity LeaveLearning BudgetWellness Stipend

Key Requirements

  • •Bachelor’s degree (preferred).
  • •3–5 years of banking, wealth management, or equivalent experience.
  • •Experience working with affluent and high-net-worth clients.
  • •Required licenses at time of hire: SIE, Series 6 (or 7), and Series 63 (or 66); Life/Health/Accident licenses can be obtained after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment with strong communication and relationship-building skills.
Experience:3-5 yearsBankingWealth management
Education:High School
Skills:Client-centricInitiative-takingRelationship buildingCommunicationRegulatory awareness
Licenses:LifeHealthAccident Insurance
Certifications:SIESeries 6Series 7Series 63Series 66
Tech Stack:Salesforce CRM

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