Elite Private Client Relationship Manager

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

Job summary

Citizens Private Client seeks a Relationship Manager to engage affluent clients, delivering personalized financial planning and ongoing coaching. You will collaborate with Wealth Advisors and CFPs to craft strategies that align with client goals and life events, while expanding assets and deposits.

In this client-centric role, you’ll manage a book of high-net-worth clients, leverage Salesforce CRM, and partner with branches and other lines of business to provide seamless, comprehensive service.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years banking, wealth management or equivalent experience.
• Experience with affluent/high net worth clients.
• Licenses: SIE, Series 6/7 and Series 63/66 required at hire.
• Client-centric, initiative-taking sales experience.
• Experience building relationships with clients and internal partners.
• Knowledge of regulatory requirements and strong communication.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business via outbound calls and in-branch or partner introductions.
• Grow deposits, investments and lending balances through discovery and personalized planning.
• Deepen and retain client relationships through proactive outreach based on life events.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPS to help clients reach goals.
• Partner with Retail, Business Banking, Mortgage and Wealth teams for seamless experience; track activity in Salesforce.

Skills

Client-centric

Relationship management

Sales experience

Communication

Outreach & onboarding

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client seeks a Relationship Manager to engage affluent clients, delivering personalized financial planning and ongoing coaching. You will collaborate with Wealth Advisors and CFPs to craft strategies that align with client goals and life events, while expanding assets and deposits.

In this client-centric role, you’ll manage a book of high-net-worth clients, leverage Salesforce CRM, and partner with branches and other lines of business to provide seamless, comprehensive service.