Private Client Relationship Manager

Citizens Bank•North Providence, RI

11d

About The Position

At Citizens, the Private Client Relationship Manager (PCRM) engages directly with affluent and high-net-worth clients to understand their financial goals and provide personalized strategies and high-touch service. The role acquires, onboards, grows, and retains a book of client relationships, partnering with Wealth Financial Advisors and Certified Financial Planners® as part of the Citizens Private Client team. The PCRM works with colleagues across Retail, Business Banking, Mortgage, and Wealth to provide a seamless client experience. The position uses Salesforce CRM to track activity and is measured by investment-asset, deposit, and lending growth, as well as client satisfaction. The schedule is 40 hours per week, Monday through Friday, with potential Saturday hours. Compensation includes salary and an opportunity to earn incentive compensation; salary is commensurate with experience.

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 are 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 by conducting 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 provide a seamless experience across Citizens.
Use Salesforce CRM to track activity.