Elite Private Client Relationship Advisor

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

Benefits offered by this job

Competitive compensation

Medical, dental, vision

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank is seeking a Private Client Relationship Manager to engage with affluent clients, delivering personalized financial planning and long-term guidance. You will collaborate with Wealth Advisors and CFPs to create a seamless client experience and help clients reach their financial goals.

The role emphasizes high-touch client service, outbound engagement, and cross-team collaboration across Retail, Mortgage, and Wealth divisions, leveraging Salesforce CRM for activity tracking.

Qualifications

• 3 - 5 years of banking or wealth management experience.
• Experience working with affluent/high-net-worth clients.
• SIE, Series 6/7 and Series 63/66 licenses required at hire.
• Excellent written and verbal communication.
• Strong relationship-building and client-centric sales approach.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business.
• Grow deposits, investments, and lending balances through discovery and planning.
• Deepen client relationships with proactive outbound engagements.
• Collaborate with Wealth Advisors and CFPs to help clients reach their financial goals.
• Engage with colleagues across Retail, Business Banking, Mortgage and Wealth to provide a seamless experience.
• Leverage Salesforce CRM to track activity.

Skills

Outbound calling

Relationship building

Client communication

Financial planning

Wealth management

Education

Bachelor’s degree (preferred)

SIE, Series 6/7, Series 63/66 licenses

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Private Client Relationship Manager to engage with affluent clients, delivering personalized financial planning and long-term guidance. You will collaborate with Wealth Advisors and CFPs to create a seamless client experience and help clients reach their financial goals.

The role emphasizes high-touch client service, outbound engagement, and cross-team collaboration across Retail, Mortgage, and Wealth divisions, leveraging Salesforce CRM for activity tracking.