Private Client Relationship Manager

Citizens Bank
Boston, Cambridge
Workplace: OnsiteFull timeUSD 83,000 - 104,000 annuallyFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Communication","Relationship-building","Sales"]

Private Client Relationship Manager develops and manages relationships with affluent clients, partnering with Wealth Advisors to deliver tailored financial planning and advice. You’ll onboard clients, grow assets and deposits, and coordinate cross-team services using Salesforce, while maintaining high-touch service and adherence to regulatory requirements in a client-centric Citizens Private Client team.

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Citizens Bank
Citizens Bank
3 months ago

Private Client Relationship Manager

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Last checked: 6 hours agoStatus: Live

Job Summary

Private Client Relationship Manager develops and manages relationships with affluent clients, partnering with Wealth Advisors to deliver tailored financial planning and advice. You’ll onboard clients, grow assets and deposits, and coordinate cross-team services using Salesforce, while maintaining high-touch service and adherence to regulatory requirements in a client-centric Citizens Private Client team.
Location: Boston, Cambridge
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 aligned with client objectives.
  • •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 Certified Financial Planners to help clients reach goals.
  • •Leverage cross-functional partnerships (Retail, Business Banking, Mortgage, Wealth) to provide a seamless client experience and track activity in Salesforce.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness Stipend

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 after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment.
Experience:3-5 yearsBankingWealth managementPrivate bankingFinancial services
Education:High School
Skills:CommunicationRelationship-buildingSales
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