Elite Private Client Relationship Advisor

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

Job summary

Citizens Private Client is seeking a Relationship Manager to engage directly with affluent clients, exceeding expectations by thinking long term and collaborating with Wealth Advisors. You will pair with Certified Financial Planners and Wealth Partners to deliver personalized strategic plans and a high-touch client experience.

You will manage onboarding, grow deposits and investments, and coordinate with Retail, Mortgage, and Wealth teams to ensure a seamless client journey while leveraging

Qualifications

• Experience working with affluent and high-net-worth clients.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Excellent written and verbal communication skills.

Responsibilities

• 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 conducting discovery and financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.

Skills

Client relationships

Sales experience

Communication skills

Regulatory knowledge

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager to engage directly with affluent clients, exceeding expectations by thinking long term and collaborating with Wealth Advisors. You will pair with Certified Financial Planners and Wealth Partners to deliver personalized strategic plans and a high-touch client experience.

You will manage onboarding, grow deposits and investments, and coordinate with Retail, Mortgage, and Wealth teams to ensure a seamless client journey while leveraging