Private Client Relationship Manager

Citizens Financial Group•Clifton Heights, PA

13d

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 coaching, professional development, and practice management. The Private Client Relationship Manager (PCRM) engages with affluent and high-net-worth clients to exceed their expectations through long-term thinking, sound decision-making, and collaboration. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs) as part of the Citizens Private Client team. The role focuses on acquiring and onboarding clients, growing deposits, investments, and lending balances, and deepening and retaining client relationships through personalized strategies and high-touch service. The position uses Salesforce CRM to track activity and is measured by growth in investment assets, deposits, lending, and client satisfaction. The role is scheduled for 40 hours per week, Monday through Friday, with potential Saturday hours. Compensation includes a salary and the opportunity to earn incentive compensation; salary is commensurate with experience.

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 can 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 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 a seamless client experience.
Use Salesforce CRM to track activity.
Contribute to growth in net new investment assets in collaboration with Wealth Partners.
Grow new checking, savings, and certificate of deposit balances.
Grow lending units and balances through mortgages, home equity lines, and securities-based lending.
Support positive client satisfaction survey results.