Private Client Relationship Manager

Citizens Financial Group • New York, NY

7d

About The Position

At Citizens, the mission is to help clients, colleagues, and communities reach their potential through a client-centric culture, continuous improvement, and enhanced capabilities. Citizens Private Client provides personalized financial planning and advice to help clients achieve their financial goals, supported by continuous coaching, professional development, and practice management.

The Private Client Relationship Manager (PCRM) works directly with affluent and high-net-worth clients to exceed expectations by taking a long-term perspective, doing the right thing, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs) as part of the Citizens Private Client team. Success is measured by growth in investment assets, deposits, and lending, as well as client satisfaction.

Requirements

• Three to five 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 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.
• Mandarin or Cantonese language skills required.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Acquire and onboard 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 through discovery and financial-planning conversations, understanding clients’ financial goals, and presenting personalized strategies.
• Deepen and retain client relationships through proactive outreach informed by life events, financial triggers, and other insights.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
• Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to provide a seamless client experience.
• Use Salesforce CRM to track activity.
• Contribute to growth in net new investment assets in collaboration with Wealth Partners.
• Grow checking, savings, and CD balances, as well as lending units and balances through mortgages, home equity lines, and securities-based lending.
• Achieve positive client satisfaction survey results.

Benefits

• Competitive pay and opportunity to earn additional incentive earnings.
• Comprehensive medical, dental, and 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 requirements in every U.S. local and state jurisdiction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed