Elite Private Client Advisor for HNW Wealth

Citizens Financial Group; Boston (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds mandatory requirements

Job summary

Citizens Financial Group seeks a Citizens Private Client Relationship Manager (PCRM) in Boston, MA. In this role, you will manage affluent clients, focusing on relationship building and financial planning. Responsibilities include acquiring new clients and growing deposits and investment assets, while providing a high-touch client experience. Successful candidates will have 3–5 years of relevant experience, required financial licenses, and excellent communication skills. The company offers a salary range of $83,000 – $104,000 and comprehensive benefits including medical coverage, retirement benefits, and educational reimbursement.

Qualifications

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

Responsibilities

• Acquire and onboard new affluent clients.
• Grow net deposits and investments through financial planning.
• Deepen client relationships through proactive engagement.
• Provide exceptional client experiences.
• Engage Wealth Advisors to assist clients.
• Collaborate with various business lines.
• Leverage Salesforce CRM for activity tracking.

Skills

Client-centric sales

Communication skills

Relationship management

Financial planning

Salesforce CRM proficiency

Education

Bachelor's degree

Tools

Salesforce

Job description

Citizens Financial Group seeks a Citizens Private Client Relationship Manager (PCRM) in Boston, MA. In this role, you will manage affluent clients, focusing on relationship building and financial planning. Responsibilities include acquiring new clients and growing deposits and investment assets, while providing a high-touch client experience. Successful candidates will have 3–5 years of relevant experience, required financial licenses, and excellent communication skills. The company offers a salary range of $83,000 – $104,000 and comprehensive benefits including medical coverage, retirement benefits, and educational reimbursement.