Private Client Relationship Manager
About The Position
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, partnering with Wealth Financial Advisors and Certified Financial Planners to deliver a high-touch, client-centric experience. The PCRM builds and manages a book of business by acquiring and onboarding clients, growing their deposits, investments, and lending balances, and deepening and retaining relationships. The role collaborates with colleagues across Retail, Business Banking, Mortgage, and Wealth, and uses Salesforce CRM to track activity. 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.
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 comprehensive discovery and financial-planning conversations, understanding clients’ 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 reach 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.
Benefits
- Opportunity to earn incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
