Elite Private Client Relationship Manager

Citizens; Edison (NJ); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off

Job summary

Citizens Private Client is seeking a Relationship Manager to engage with affluent and high-net-worth clients, building a long-term advisory relationship. You will partner with Wealth Advisors and CFPs to deliver personalized, comprehensive financial planning and coaching.

The role emphasizes client-centric service, collaboration across banking specialties, and proactive outreach. The position requires 3–5 years in banking or wealth management, a bachelor’s degree (preferred), and required

Qualifications

• Bachelor’s degree preferred and 3–5 years of banking or wealth management experience.
• Experience with affluent/high-net-worth clients and a client-centric sales approach.
• Required licenses: SIE, Series 6/7, and Series 63/66 at time of hire; life/health licenses later.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business via outbound calling and referrals.
• Grow deposits, investments, and lending balances through personalized financial planning.
• Deepen client relationships with proactive outreach around life events and financial triggers.
• Provide high-touch client experiences and coordinate with Wealth Advisors/CFPs.
• Collaborate with Retail, Business Banking, Mortgage, and Wealth teams for a seamless client experience.
• Leverage Salesforce CRM to track client activity and progress.

Skills

Client-centric selling

Communication skills

Relationship management

Education

Bachelor’s degree (preferred)

Licenses: SIE

Series 6/7

Series 63/66

Life/Health/Accident Insurance licenses (within timeline)

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager to engage with affluent and high-net-worth clients, building a long-term advisory relationship. You will partner with Wealth Advisors and CFPs to deliver personalized, comprehensive financial planning and coaching.

The role emphasizes client-centric service, collaboration across banking specialties, and proactive outreach. The position requires 3–5 years in banking or wealth management, a bachelor’s degree (preferred), and required