Elite Private Client Relationship Manager

Citizens Bank; Massachusetts; On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Massachusetts to engage with affluent clients and exceed their expectations. In this role, you will acquire new clients, develop financial strategies, and ensure high levels of client satisfaction. Candidates should have experience in banking or wealth management, possess the relevant licenses, and demonstrate excellent communication skills. This full-time role offers a competitive salary and comprehensive benefits, including flexible work arrangements and generous paid time off.

Qualifications

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

Responsibilities

• Acquire and onboard high-net-worth clients.
• Conduct comprehensive discovery and financial planning conversations.
• Provide exceptional, high-touch client experiences.

Skills

Client engagement

Financial planning

Sales environment experience

Relationship management

Communication skills

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Citizens Private Client Relationship Manager (PCRM) in Massachusetts to engage with affluent clients and exceed their expectations. In this role, you will acquire new clients, develop financial strategies, and ensure high levels of client satisfaction. Candidates should have experience in banking or wealth management, possess the relevant licenses, and demonstrate excellent communication skills. This full-time role offers a competitive salary and comprehensive benefits, including flexible work arrangements and generous paid time off.