Private Client Relationship Manager
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About The Position
As a Private Client Relationship Manager at Citizens, you will play a pivotal role in delivering tailored financial advice and personalized experiences to affluent and high-net-worth clients. Your primary focus will be on deepening relationships with clients by collaborating with various teams across banking, lending, and investing. This position is designed for individuals who are passionate about helping clients navigate their financial journeys and achieve their short- and long-term financial goals. In this role, you will be part of the Core Banking Division, where the mission is to empower clients, colleagues, and communities to reach their full potential. You will engage directly with clients, providing them with world-class financial planning and advice. The Private Client Relationship Manager works closely with a team that includes Private Client Financial Advisors and Certified Financial Planners®, ensuring that clients receive comprehensive support tailored to their unique financial situations. Your responsibilities will include acquiring new affluent clients, managing existing relationships, and delivering exceptional client experiences. You will conduct in-depth discovery conversations to understand clients' family dynamics, goals, and current financial situations, positioning yourself as their trusted advisor. By leveraging the full suite of Citizens' banking and lending solutions, you will help clients save and grow their assets, manage debt, secure their income, and prepare for their legacies. This role requires a proactive approach to client engagement, utilizing tools like Salesforce CRM to document interactions and build a robust business development plan centered on outreach and follow-up.
