Private Client Relationship Manager

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 83,000 - 104,000 annuallyFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Client-centric","Relationship building","Written communication","Verbal communication","Initiative"]

Engage directly with affluent and high-net-worth clients to acquire new relationships, deepen existing partnerships, and grow deposits, investments, and lending balances. Lead discovery and financial planning conversations, present personalized strategies aligned to client goals, and respond proactively to life events and financial triggers. Coordinate with Wealth Financial Advisors and Certified Financial Planners to deliver high-touch experiences across Citizens, using Salesforce to track activity and measure success through asset and deposit growth.

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Citizens Bank
Citizens Bank
2 days ago

Private Client Relationship Manager

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Last checked: 12 hours agoStatus: Live

Job Summary

Engage directly with affluent and high-net-worth clients to acquire new relationships, deepen existing partnerships, and grow deposits, investments, and lending balances. Lead discovery and financial planning conversations, present personalized strategies aligned to client goals, and respond proactively to life events and financial triggers. Coordinate with Wealth Financial Advisors and Certified Financial Planners to deliver high-touch experiences across Citizens, using Salesforce to track activity and measure success through asset and deposit growth.
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 by leading discovery and financial planning conversations and presenting personalized strategies.
  • •Deepen and retain client relationships through proactive outbound engagement 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.
  • •Partner with colleagues across Retail, Business Banking, Mortgage and Wealth to deliver a seamless client experience, leveraging Salesforce CRM to track activity.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually
Perks:Health InsuranceDentalVisionRetirementParental LeaveLearning Budget

Key Requirements

  • •3-5 years of banking, wealth management, or 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, and Accident Insurance can be obtained within a specified timeline after hire.
  • •Demonstrated success in a client-centric, initiative-taking sales environment.
  • •Strong relationship-building skills with clients and internal partners, with knowledge of industry regulatory requirements.
Experience:3-5 years
Education:High School
Skills:Client-centricRelationship buildingWritten communicationVerbal communicationInitiative
Licenses:SIESeries 6Series 7Series 63Series 66
Certifications:Certified Financial Planner (CFP)
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