Private Wealth, Investment Manager

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 188,000 - 246,000 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Relationship management","Client service","Analytical thinking","Investment research","Communication","Presentation","Sound judgment","Attention to detail"]

Help grow new assets by advising on investment solutions for high net worth and institutional clients. Serve as the senior, client-facing investment expert by completing investment policy statements, selecting appropriate vehicles and managers, and providing ongoing market updates and portfolio performance reviews. Meet with clients to assess performance, forecast market changes, and recommend strategies aligned to investment goals and asset allocation models.

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FursaFursa
Citizens Bank
Citizens Bank
1 month ago

Private Wealth, Investment Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Help grow new assets by advising on investment solutions for high net worth and institutional clients. Serve as the senior, client-facing investment expert by completing investment policy statements, selecting appropriate vehicles and managers, and providing ongoing market updates and portfolio performance reviews. Meet with clients to assess performance, forecast market changes, and recommend strategies aligned to investment goals and asset allocation models.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Develop and complete investment policy statements and determine appropriate investment solutions based on client profiles and constraints
  • •Provide ongoing client communication with active market updates and portfolio performance assessments
  • •Meet with clients to review performance, forecast market changes, and ensure asset allocations remain appropriate
  • •Develop and recommend strategies to achieve client investment goals
  • •Advise on manager selection and investment vehicle types as part of portfolio construction

Pay and Benefits

Salary: USD 188,000 - 246,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsMaternity LeavePaternity LeaveLearning BudgetWellness Stipend

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • •7+ years of wealth management, investment advisory, or financial services experience with high-net-worth clients
  • •Series 7 and Series 63/65 or 66 licenses required and in good standing
  • •Strong knowledge of alternative investments (private equity, private credit, hedge funds, real assets)
  • •Exceptional relationship management and communication skills to explain complex investment concepts to clients
Education:Bachelor's
Skills:Relationship managementClient serviceAnalytical thinkingInvestment researchCommunicationPresentationSound judgmentAttention to detail
Licenses:Series 7Series 63Series 65Series 66
Certifications:CFACFPCRPC

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