Private Client Rel Manager

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Relationship building","Client-centricity","Initiative","Customer retention"]

Engage affluent and high-net-worth clients as a Private Client Relationship Manager by onboarding new clients and deepening existing relationships. Lead discovery and financial planning conversations to grow deposits, investments, and lending balances, deliver high-touch client experiences, and coordinate with Wealth Advisors and internal partners. Track client activity using Salesforce CRM and drive measurable success through net new investment assets, deposits, lending units, and client satisfaction results.

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Citizens Bank
Citizens Bank
3 days ago

Private Client Rel Manager

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Last checked: 9 hours agoStatus: Live

Job Summary

Engage affluent and high-net-worth clients as a Private Client Relationship Manager by onboarding new clients and deepening existing relationships. Lead discovery and financial planning conversations to grow deposits, investments, and lending balances, deliver high-touch client experiences, and coordinate with Wealth Advisors and internal partners. Track client activity using Salesforce CRM and drive measurable success through net new investment assets, deposits, lending units, and client satisfaction results.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Acquire and onboard new affluent and high-net-worth clients through outbound calling and in-branch/partner introductions.
  • •Grow net deposits, investments, and lending balances using discovery and financial planning conversations to present 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 partner with Wealth Advisors and Certified Financial Planners (CFPs) to support client goals.
  • •Track client activity using Salesforce CRM and collaborate with colleagues across Retail, Business Banking, Mortgage, and Wealth for 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 at time of hire: SIE, Series 6 (or 7), and Series 63 (or 66); Life/Health/Accident insurance licenses must be obtained within a specified timeline after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment.
  • •Bachelor’s degree (preferred).
Experience:3-5 yearsBankingWealth managementFinancial servicesCustomer-facing
Education:Bachelor's
Skills:CommunicationRelationship buildingClient-centricityInitiativeCustomer retention
Licenses:SIESeries 6Series 7Series 63Series 66Life insuranceHealth insuranceAccident 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