Private Client Relationship Manager

Citizens•New York, NY

1d•$83,000 - $104,000

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 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 through long-term relationship building, sound client-focused decisions, and collaboration. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team. The role is measured by growth in investment assets, deposits, and lending balances, as well as 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.
Life, Health, and Accident Insurance licenses must be obtained within a specified timeline after 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.
Mandarin or Cantonese language skills required.

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 a seamless client experience across Citizens.
Use Salesforce CRM to track activity.
Contribute to growth in net new investment assets in collaboration with Wealth Partners, new deposits, lending units and balances, and client satisfaction 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 policy exceeding mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.