Elite Private Client Relationship Manager

Citizens Bank; Somerville (MA); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Flexible work arrangements

Job summary

Citizens Bank is seeking a dedicated professional to join as a Wealth Management Advisor in Somerville, Massachusetts. The role involves acquiring and onboarding affluent clients, growing deposits, and providing exceptional client experiences. Candidates should have 3–5 years of relevant experience, a Bachelor’s degree, and required licenses. Citizens Bank offers competitive pay, robust benefits, and a commitment to fostering an inclusive culture among colleagues.

Qualifications

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

Responsibilities

• Acquire and onboard new affluent clients.
• Grow net deposits, investments, and lending balances.
• Provide exceptional, high-touch client experiences.

Skills

Client-centric approach

Sales initiative

Excellent communication skills

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a dedicated professional to join as a Wealth Management Advisor in Somerville, Massachusetts. The role involves acquiring and onboarding affluent clients, growing deposits, and providing exceptional client experiences. Candidates should have 3–5 years of relevant experience, a Bachelor’s degree, and required licenses. Citizens Bank offers competitive pay, robust benefits, and a commitment to fostering an inclusive culture among colleagues.