Private Client Relationship Manager

Citizens•Whitpain Township, PA

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, 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 meet their expectations, build long-term relationships, and collaborate with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team. The role builds and manages a book of business by acquiring and onboarding clients, identifying financial goals, presenting personalized strategies, and growing deposit, investment, and lending balances. It also focuses on retaining and deepening client relationships through proactive outreach and delivering high-touch service. The position works across Citizens business lines and uses Salesforce CRM 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 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.

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 through discovery and financial planning conversations, understanding client goals, and presenting personalized strategies.
Deepen and retain client relationships through proactive outreach 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 with a seamless experience across Citizens.
Use Salesforce CRM to track activity.
Contribute to growth in net new investment assets in collaboration with Wealth Partners.
Grow new checking, savings, and CD deposits.
Grow lending units and balances through mortgages, home equity lines, and securities-based lending.
Support positive client satisfaction survey results.