Private Client Relationship Manager

Citizens Bank; Sydney; On-site; CAD 70,000 - 100,000; Full time

Job summary

Citizens Bank seeks a Citizens Private Client Relationship Manager to engage affluent clients, providing personalized financial planning and advice. The role involves acquiring new clients, enhancing client relationships, and collaborating with financial advisors to achieve clients' financial goals. Ideal candidates will have a strong background in banking or wealth management, excellent communication skills, and the necessary licenses.

Qualifications

• 3 - 5 years of banking or wealth management experience.
• Experience with affluent and high-net-worth clients.
• Licenses: SIE, Series 6 (or 7), 63 (or 66), Life and Health.

Responsibilities

• Acquire and onboard new affluent clients.
• Grow deposits and investments through financial planning.
• Provide exceptional client experiences.

Skills

Client-centric approach

Sales initiative

Communication skills

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Description

AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

As aCitizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.

Primary responsibilities include

• 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 executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.
• Deepen and retain client relationships through proactive outbound engagements 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 other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
• Leverage Salesforce CRM to track activity.

Measures of Success include

• Growth in net new investment assets in collaboration with Wealth Partners.
• Growth in new deposits including checking, savings, and CD balances.
• Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
• Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Bachelor’s degree (preferred).
• 3 - 5 years of banking, wealth management or other relevant equivalent experience.
• Experience working with affluent and high net worth clients.
• A minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon 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.

Compensation

• Salary and opportunity to earn Incentive compensation.
• Salary is commensurate with experience.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F; potential Saturday hours

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.