Private Client Relationship Manager

Citizens Bank • Millburn, NJ

13d • $83,000 - $104,000

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 personalized strategies and high-touch service.

The role builds and manages a book of business by acquiring and onboarding clients, growing deposits, investments, and lending balances, and strengthening and retaining relationships. PCRMs collaborate with colleagues across Retail, Business Banking, Mortgage, and Wealth, and use Salesforce CRM to track activity. Success is measured by growth in investment assets, deposits and lending, 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.
• 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 discovery and financial-planning conversations that identify client goals and present 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.
• Meet success measures for new investment assets, deposits, lending units and balances, and client satisfaction.

Benefits

• Competitive pay and opportunity to earn additional incentive earnings.
• Comprehensive medical, dental, and 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 U.S. local and state jurisdiction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level