Private Client Relationship Manager

Citizens•New York, NY

1d•$83,000 - $104,000

About The Position

Citizens Private Client Relationship Managers engage directly with affluent and high-net-worth clients to provide personalized financial guidance and high-touch service. They build and grow a book of business by acquiring clients, understanding their financial goals, and presenting strategies aligned with each client’s objectives. The role partners with Wealth Financial Advisors and Certified Financial Planners, as well as colleagues across Retail, Business Banking, Mortgage, and Wealth, to provide a seamless client experience. Relationship Managers use Salesforce CRM to track activity and contribute to growth in investment assets, deposits, lending, and client satisfaction.

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.
Life, Health, and Accident Insurance licenses may be obtained within a specified timeline after hire.

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 comprehensive discovery and financial-planning conversations, understanding client goals, and presenting personalized strategies.
Deepen and retain client relationships through proactive outbound engagement 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 deliver a seamless experience across Citizens.
Use Salesforce CRM to track activity.
Contribute to growth in net new investment assets, deposits, and lending balances, and to positive client satisfaction survey results.

Benefits

Competitive pay and opportunity to earn additional incentive earnings.
Comprehensive medical coverage.
Dental coverage.
Vision coverage.
Retirement benefits.
Maternity and paternity leave.
Flexible work arrangements.
Education reimbursement.
Wellness programs.
Paid time off that exceeds applicable mandatory paid sick or paid time-away policies.