Private Client Relationship Manager
About The Position
Citizens Private Client provides personalized financial planning and advice to help clients achieve their financial goals. The Private Client Relationship Manager (PCRM) works directly with affluent and high-net-worth clients, building and maintaining relationships and delivering high-touch service. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), as well as colleagues across Retail, Business Banking, Mortgage, and Wealth, to provide a seamless client experience. The role focuses on acquiring and onboarding clients, growing deposits, investments, and lending balances, and deepening and retaining relationships through proactive engagement. Salesforce CRM is used to track activity.
Requirements
- 3–5 years of banking, wealth management, or other relevant equivalent experience.
- Experience working with affluent and high-net-worth clients.
- SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at the time of hire.
- Demonstrated success in a client-centric, initiative-taking sales environment.
- Experience establishing and maintaining relationships with clients and internal partners.
- Knowledge of industry regulatory requirements to ensure a sound control environment.
- Excellent written and verbal communication skills.
Nice To Haves
- Bachelor’s degree preferred.
- Life, Health, and Accident Insurance licenses may be obtained within a specified timeline after hire.
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 conducting comprehensive discovery and financial planning conversations, understanding clients’ financial goals, and presenting personalized strategies aligned with their 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.
- Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to provide clients a seamless experience across Citizens.
- Use Salesforce CRM to track activity.
- Contribute to growth in net new investment assets in collaboration with Wealth Partners, new deposits, and lending units and balances.
- Support positive client satisfaction survey results.
Benefits
- Competitive pay
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity and paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States
- Opportunity to earn additional incentive earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
