Private Client Relationship Manager

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Client-centric","Initiative-taking","Relationship building","Communication","Regulatory awareness"]

Own a book of business for affluent and high-net-worth clients by onboarding new clients and deepening relationships through proactive outreach tied to life events and financial triggers. Conduct comprehensive discovery and financial planning conversations to grow net deposits, investments, and lending balances, while delivering high-touch client experiences. Partner with Wealth Financial Advisors and Certified Financial Planners and use Salesforce CRM to track activity and drive client satisfaction.

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Citizens Bank
Citizens Bank
5 days ago

Private Client Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Own a book of business for affluent and high-net-worth clients by onboarding new clients and deepening relationships through proactive outreach tied to life events and financial triggers. Conduct comprehensive discovery and financial planning conversations to grow net deposits, investments, and lending balances, while delivering high-touch client experiences. Partner with Wealth Financial Advisors and Certified Financial Planners and use Salesforce CRM to track activity and drive client satisfaction.
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.
  • •Deepen and retain client relationships through proactive outbound engagement based on life events and financial triggers.
  • •Provide exceptional, high-touch client experiences and coordinate with Wealth Advisors and CFPs.
  • •Partner across Retail, Business Banking, Mortgage, and Wealth to deliver a seamless client experience and track activity in Salesforce CRM.

Key Requirements

  • •Bachelor’s degree (preferred).
  • •3–5 years of banking, wealth management, or other relevant experience.
  • •Experience working with affluent and high-net-worth clients.
  • •Required licenses at hire: SIE, Series 6 (or 7), and Series 63 (or 66); Life/Health/Accident can be obtained after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment with strong written and verbal communication skills.
Experience:3-5 yearsBankingWealth managementFinancial services
Education:Bachelor's
Skills:Client-centricInitiative-takingRelationship buildingCommunicationRegulatory awareness
Licenses:SIESeries 6Series 7Series 63Series 66LifeHealthAccident
Certifications:Certified Financial Planners (CFPs)
Languages:US
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