Private Client Relationship Manager

Citizens Bank
United States
Full timeUSD 83,000 - 104,000 annuallyFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Communication","Relationship-building","Sales","Collaboration","Problem-solving"]

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.

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Citizens Bank
Citizens Bank
2 months ago

Private Client Relationship Manager

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Last checked: 4 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