Private Client Relationship Manager
About The Position
At Citizens, the mission is to help clients, colleagues, and communities reach their potential through a distinguished 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) works directly with affluent and high-net-worth clients, partnering with Wealth Financial Advisors and Certified Financial Planners® 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 relationships through personalized financial conversations and high-touch service. PCRMs also collaborate across business lines to provide a seamless client experience and use Salesforce CRM to track activity.
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 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 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 outbound engagements 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.
- Contribute to growth in net new investment assets in collaboration with Wealth Partners.
- Contribute to growth in checking, savings, and CD deposits.
- Contribute to growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
- Support strong client satisfaction survey results.
Benefits
- Competitive pay
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Retirement benefits
- Maternity and paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
- Paid time off exceeding mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States
- Opportunity to earn additional incentive earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
