Elite Private Client Relationship Manager

Citizens Financial Group; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical Dental Vision

Retirement benefits

Flexible work arrangements

Education reimbursement

Paid time off

Job summary

Citizens is seeking a Private Client Relationship Manager in Atlanta to deepen relationships with affluent clients, coordinating with banking, lending and investment partners to help meet short- and long-term goals. You will provide banking and lending solutions that protect and grow assets in a tax-efficient way.

Responsibilities include discovery to understand client dynamics, proactive outreach, and collaboration with CFPs and Advisors to tailor comprehensive plans across Citizens solutions.

Qualifications

• Bachelor’s degree or 3–5 years of relevant equivalent experience.
• Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses; at least one license required.
• Proven success in a client-centric, proactive sales environment.

Responsibilities

• Acquire qualified, new-to-wealth relationships through referrals and internal sources.
• Proactive outreach to manage, deepen, and retain relationships with high-net-worth clients.
• Collaborate with Financial Planners and Advisors to create and present comprehensive plans.

Skills

New client acquisition

Relationship management

Sales experience

Excellent communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce CRM

Job description

Citizens is seeking a Private Client Relationship Manager in Atlanta to deepen relationships with affluent clients, coordinating with banking, lending and investment partners to help meet short- and long-term goals. You will provide banking and lending solutions that protect and grow assets in a tax-efficient way.

Responsibilities include discovery to understand client dynamics, proactive outreach, and collaboration with CFPs and Advisors to tailor comprehensive plans across Citizens solutions.