Private Client Relationship Manager

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

Engage directly with affluent and high-net-worth clients to acquire new relationships and grow deposits, investments, and lending balances through consultative discovery and financial planning conversations. Proactively deepen and retain client relationships using life-event and financial trigger insights, while providing a high-touch experience. Partner closely with Wealth Financial Advisors and Certified Financial Planners, and use Salesforce CRM to track activity and measure success through assets, deposits, lending, and client satisfaction.

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Citizens Bank
Citizens Bank
3 days ago

Private Client Relationship Manager

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Last checked: 2 hours agoStatus: Live

Job Summary

Engage directly with affluent and high-net-worth clients to acquire new relationships and grow deposits, investments, and lending balances through consultative discovery and financial planning conversations. Proactively deepen and retain client relationships using life-event and financial trigger insights, while providing a high-touch experience. Partner closely with Wealth Financial Advisors and Certified Financial Planners, and use Salesforce CRM to track activity and measure success through assets, deposits, lending, and 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 through outbound calling and in-branch or partner introductions.
  • •Grow net deposits, investments, and lending balances via discovery and financial planning conversations and presenting personalized strategies.
  • •Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
  • •Provide exceptional, high-touch client experiences and engage Wealth Advisors and Certified Financial Planners to support client goals.
  • •Partner with colleagues across Retail, Business Banking, Mortgage and Wealth to deliver a seamless client experience, using Salesforce CRM to track activity.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveWellness StipendPaid Leave

Key Requirements

  • •3–5 years of banking, wealth management, or equivalent experience.
  • •Experience working with affluent and high net worth clients.
  • •Required at hire: SIE, Series 6 (or 7), and Series 63 (or 66) licenses; Life, Health, and Accident Insurance licenses can be obtained after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment.
  • •Excellent written and verbal communication skills; ability to establish and maintain relationships with clients and internal partners.
Experience:3-5 yearsBankingWealth managementHigh net worthFinancial services
Education:Bachelor's
Skills:Client-centricInitiative-takingRelationship managementCommunicationRegulatory awareness
Licenses:SIESeries 6Series 7Series 63Series 66Life, Health, and Accident Insurance
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