Private Client Relationship Manager

Citizens•Denville, NJ

12d•$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, 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, build long-term relationships, and collaborate with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs) as part of the Citizens Private Client team. The role develops and manages a book of business, grows deposits, investments, and lending balances, and provides personalized strategies and high-touch client experiences. It also involves working with colleagues across Retail, Business Banking, Mortgage, and Wealth, and tracking activity in Salesforce CRM.

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.
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 discovery and financial-planning conversations, understanding clients’ financial 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 clients with a seamless experience across Citizens.
Use Salesforce CRM to track activity.
Contribute to success measures including net new investment assets, new deposit balances, lending units and balances, and client satisfaction survey 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.