Citizens Bank

4 weeks ago

Private Client Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

This role engages affluent, high-net-worth clients in Citizens Private Client, partnering with Wealth Advisors to grow deposits, investments, and lending while delivering high-touch client experiences and coordinated service across Retail, Mortgage, and Wealth.

Location: United States

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 executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.
•Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
•Provide exceptional, high-touch client experiences.
•Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

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.
•Excellent written and verbal communication skills.

Experience:3-5 yearsWealth managementBankingFinancial services

Education:High School

Skills:CommunicationRelationship-buildingSalesCollaborationProblem-solving

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

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Citizens Bank

4 weeks ago

Private Client Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: United States

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 executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.
•Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
•Provide exceptional, high-touch client experiences.
•Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually

Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

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.
•Excellent written and verbal communication skills.

Experience:3-5 yearsWealth managementBankingFinancial services

Education:High School

Skills:CommunicationRelationship-buildingSalesCollaborationProblem-solving

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