Elite Private Client Relationship Manager

Citizens Bank; Short Hills (NJ); On-site; USD 83,000 - 104,000; Full time

Job summary

Citizens Bank seeks a Private Client Relationship Manager to engage affluent clients with long-term financial planning and personalized advice. You’ll partner with Wealth Advisors to grow assets, deposits and lending while delivering high-touch client experiences across Citizens Private Client.

You will use Salesforce CRM to track activity, onboard clients, and coordinate with Retail, Mortgage and other lines of business for a seamless client experience.

Qualifications

• Bachelor’s degree preferred with 3–5 years of banking, wealth management or equivalent experience.
• Experience working with affluent and high net-worth clients.
• Licenses: SIE, Series 6 (or 7) and Series 63 (or 66); Life/Health/Accident licenses may be required later.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
• Grow deposits, investments, and lending balances by conducting discovery and financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and CFPs to help clients reach financial goals.
• Partner with Retail, Mortgage and Wealth to provide a seamless Citizens experience.
• Leverage Salesforce CRM to track activity.

Skills

Relationship building

Outbound calling

Sales experience

Wealth management

Communication skills

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Bank seeks a Private Client Relationship Manager to engage affluent clients with long-term financial planning and personalized advice. You’ll partner with Wealth Advisors to grow assets, deposits and lending while delivering high-touch client experiences across Citizens Private Client.

You will use Salesforce CRM to track activity, onboard clients, and coordinate with Retail, Mortgage and other lines of business for a seamless client experience.