Citizens Bank

1 month ago

Private Client Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Manage a book of affluent, high-net-worth clients by onboarding new clients, growing deposits and investments, and coordinating comprehensive financial planning. Deliver high-touch client experiences, collaborate with Wealth Advisors and CFPs, and partner across Retail, Mortgage and Wealth lines while leveraging Salesforce CRM to track activity and ensure excellent client outcomes.

Location: Detroit

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 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 presenting personalized financial strategies.
•Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
•Provide exceptional, high-touch client experiences and collaborate with Wealth Advisors and CFPs to achieve clients' financial goals.
•Leverage Salesforce CRM to track activity and coordinate with Retail, Mortgage and Wealth teams to deliver a seamless client experience.

Key Requirements

•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 at time of hire; Life, Health, and Accident Insurance licenses can be obtained after hire.
•Strong client-centric, initiative-taking sales abilities with history of relationship building.
•Knowledge of industry regulatory requirements to maintain a sound control environment.

Experience:3-5 yearsBankingWealth managementFinancial services

Education:High School

Skills:Relationship managementClient onboardingFinancial planningSalesCRM

Licenses:SIESeries 6Series 63Life InsuranceHealth InsuranceAccident Insurance

Certifications:SIESeries 6Series 63

Languages:English

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

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Citizens Bank

1 month ago

Private Client Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Detroit

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 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 presenting personalized financial strategies.
•Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
•Provide exceptional, high-touch client experiences and collaborate with Wealth Advisors and CFPs to achieve clients' financial goals.
•Leverage Salesforce CRM to track activity and coordinate with Retail, Mortgage and Wealth teams to deliver a seamless client experience.

Key Requirements

•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 at time of hire; Life, Health, and Accident Insurance licenses can be obtained after hire.
•Strong client-centric, initiative-taking sales abilities with history of relationship building.
•Knowledge of industry regulatory requirements to maintain a sound control environment.

Experience:3-5 yearsBankingWealth managementFinancial services

Education:High School

Skills:Relationship managementClient onboardingFinancial planningSalesCRM

Licenses:SIESeries 6Series 63Life InsuranceHealth InsuranceAccident Insurance

Certifications:SIESeries 6Series 63

Languages:English

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