Private Client Relationship Manager

Citizens Financial Group • Blue Bell, PA

21d

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, focusing on long-term relationships, client needs, and collaboration. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® as part of the Citizens Private Client team. The role builds and manages a book of business, grows client deposits, investments, and lending relationships, and provides high-touch service. The position uses Salesforce CRM to track activity.

Success is measured by growth in net new investment assets in collaboration with Wealth Partners; growth in checking, savings, and CD deposits; growth in mortgage, home equity line, and securities-based lending units and balances; and client satisfaction survey results. 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, with salary 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 Series 7, and Series 63 or Series 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 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 by conducting comprehensive 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 clients with a seamless experience.
• Use Salesforce CRM to track activity.

What This Job Offers

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