Elite Private Client Relationship Manager

Citizens; New York (NY); On-site; USD 83,000 - 104,000; Full time

Job summary

Citizens Private Client is seeking a Relationship Manager (PCRM) in New York to engage with affluent clients and deliver personalized financial planning and advice. You will work with Wealth Advisors and CFPs to design long-term strategies and manage a Book of Business.

The role emphasizes proactive client outreach, deepening relationships, and coordinating across Citizens’ lines of business to provide a seamless client experience.

Qualifications

• Bachelor’s degree preferred.
• 3-5 years of banking, wealth management or other relevant equivalent experience.
• Experience with affluent and high net worth clients.
• Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) required at hire; Life/Health/ACC licenses optional after hire.
• Client-centric, initiative-taking sales experience.
• Experience building relationships with clients and internal partners.
• Knowledge of regulatory requirements to ensure a sound control environment.
• Excellent written and verbal communication skills.
• Mandarin / Cantonese language skills required.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business via outbound calling and in-branch introductions.
• Grow deposits, investments and lending balances through financial planning conversations.
• Deepen and retain client relationships via proactive outbound engagements.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPs to reach clients’ financial goals.
• Partner with Retail, Business Banking, Mortgage and Wealth teams for a seamless client experience.
• Use Salesforce CRM to track activity.

Skills

Client relationships

Sales experience

Communication skills

Salesforce CRM

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager (PCRM) in New York to engage with affluent clients and deliver personalized financial planning and advice. You will work with Wealth Advisors and CFPs to design long-term strategies and manage a Book of Business.

The role emphasizes proactive client outreach, deepening relationships, and coordinating across Citizens’ lines of business to provide a seamless client experience.