Private Client Relationship Manager
About The Position
Citizens Private Client provides personalized financial planning and advice to help clients achieve their financial goals. The Private Client Relationship Manager (PCRM) works directly with affluent and high-net-worth clients, focusing on long-term relationships, client needs, and collaboration with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs) as part of the Citizens Private Client team. The role involves building and managing a book of business, developing client relationships, and coordinating with colleagues across Citizens to deliver a seamless 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 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, understanding client goals, and presenting personalized strategies.
- Deepen and retain client relationships through proactive outbound engagement informed by life events, financial triggers, and other insights.
- Provide 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.
Benefits
- Competitive pay and an opportunity to earn additional incentive earnings.
- 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 requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
