4 months 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: 6 hours agoStatus: Live

Job Summary

Manages relationships with affluent and high-net-worth clients, onboarding new clients, conducting discovery and financial planning, and coordinating with Wealth Advisors to grow deposits, investments, and lending while delivering high-touch service and seamless cross-team collaboration.

Location: United States

Workplace: Onsite

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.

Key Requirements

•3 - 5 years of banking, wealth management or other relevant equivalent experience.
•Experience working with affluent and high net worth clients.
•Bachelor’s degree (preferred).
•Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses at time of hire; Life, Health, and Accident Insurance licenses can be obtained after hire.
•Demonstrated success in a client-centric, initiative-taking sales environment.

Experience:3-5 yearsWealth managementPrivate clientsBanking

Education:High School

Skills:Relationship buildingCommunicationSalesClient service

Licenses:SIESeries 6Series 7Series 63Series 66Life InsuranceHealth InsuranceAccident Insurance

Certifications:SIESeries 6Series 7Series 63Series 66Life InsuranceHealth InsuranceAccident Insurance

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 months 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: 6 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

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.

Key Requirements

•3 - 5 years of banking, wealth management or other relevant equivalent experience.
•Experience working with affluent and high net worth clients.
•Bachelor’s degree (preferred).
•Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses at time of hire; Life, Health, and Accident Insurance licenses can be obtained after hire.
•Demonstrated success in a client-centric, initiative-taking sales environment.

Experience:3-5 yearsWealth managementPrivate clientsBanking

Education:High School

Skills:Relationship buildingCommunicationSalesClient service

Licenses:SIESeries 6Series 7Series 63Series 66Life InsuranceHealth InsuranceAccident Insurance

Certifications:SIESeries 6Series 7Series 63Series 66Life InsuranceHealth InsuranceAccident Insurance

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