Affluent Private Client Relationship Lead

Citizens; Franklin (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Job summary

Citizens in Massachusetts is seeking a Citizens Private Client Relationship Manager (PCRM) to engage with affluent clients and exceed their expectations. The role includes acquiring new clients, growing investments, and providing exceptional client experiences.

The ideal candidate has 3-5 years of relevant experience, works closely with Wealth Advisors, and possesses necessary financial licenses. Citizens offers a competitive salary range of $83,000 - $104,000 annually.

Qualifications

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

Responsibilities

• Acquire and onboard new affluent clients.
• Grow deposits and investments through financial planning conversations.
• Provide high-touch client experiences.

Skills

Client-centric approach

Communication skills

Financial planning

Sales experience

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens in Massachusetts is seeking a Citizens Private Client Relationship Manager (PCRM) to engage with affluent clients and exceed their expectations. The role includes acquiring new clients, growing investments, and providing exceptional client experiences.

The ideal candidate has 3-5 years of relevant experience, works closely with Wealth Advisors, and possesses necessary financial licenses. Citizens offers a competitive salary range of $83,000 - $104,000 annually.