Citizens Bank

3 days 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

Engage affluent and high-net-worth clients as a Citizens Private Client Relationship Manager, onboarding new clients and deepening existing relationships through proactive outreach tied to life events and financial triggers. Lead comprehensive discovery and financial planning conversations to grow net deposits, investments, and lending balances, and deliver exceptional, high-touch client experiences. Collaborate with Wealth Financial Advisors and Certified Financial Planners using Salesforce CRM to track activity and improve client outcomes.

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 via outbound calling and in-branch/partner introductions.
•Grow net deposits, investments, and lending balances through discovery and financial planning conversations.
•Deepen and retain client relationships via proactive outbound engagements based on life events and financial triggers.
•Provide exceptional, high-touch client experiences.
•Leverage Salesforce CRM to track activity and partner with Wealth Advisors/CFPs and other business lines to deliver a seamless client experience.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually

Perks:MedicalDentalVisionRetirement BenefitsParental LeaveWellness Stipend

Key Requirements

•Bachelor’s degree (preferred).
•3–5 years of banking, wealth management, or equivalent relevant 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 licenses can be obtained after hire.
•Demonstrated success in a client-centric, initiative-taking sales environment with strong communication skills.

Experience:3-5 yearsBankingWealth managementFinancial services

Education:Bachelor's

Skills:Client-centricInitiative-takingRelationship buildingCommunicationCollaboration

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

Tech Stack:Salesforce CRMSalesforce

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

3 days 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

Seniority: Mid level

Key Responsibilities

•Acquire and onboard new affluent and high-net-worth clients via outbound calling and in-branch/partner introductions.
•Grow net deposits, investments, and lending balances through discovery and financial planning conversations.
•Deepen and retain client relationships via proactive outbound engagements based on life events and financial triggers.
•Provide exceptional, high-touch client experiences.
•Leverage Salesforce CRM to track activity and partner with Wealth Advisors/CFPs and other business lines to deliver a seamless client experience.

Pay and Benefits

Salary: USD 83,000 - 104,000 annually

Perks:MedicalDentalVisionRetirement BenefitsParental LeaveWellness Stipend

Key Requirements

•Bachelor’s degree (preferred).
•3–5 years of banking, wealth management, or equivalent relevant 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 licenses can be obtained after hire.
•Demonstrated success in a client-centric, initiative-taking sales environment with strong communication skills.

Experience:3-5 yearsBankingWealth managementFinancial services

Education:Bachelor's

Skills:Client-centricInitiative-takingRelationship buildingCommunicationCollaboration

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

Tech Stack:Salesforce CRMSalesforce

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