Elite Private Client Relationship Manager

Citizens Bank; Village of Champlain (NY); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement benefits

Parental leave

Education reimbursement

Wellness programs

Flexible work arrangements

Job summary

Citizens Bank is seeking a Private Client Relationship Manager (PCRM) to engage directly with affluent clients, delivering personalized financial planning and advice through collaboration with Wealth Advisors and CFPs. You will expand the book of business by outbound outreach and in-branch introductions.

Responsibilities include growing deposits, investments, and lending balances, while maintaining exemplary client experiences.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years in banking, wealth management or related experience.
• Experience working with affluent and high-net-worth clients.
• Licenses: SIE, Series 6 (or 7) and Series 63 (or 66).
• Excellent written and verbal communication skills.
• Mandarin / Cantonese language skills required.
• Experience establishing and maintaining relationships with clients and internal partners.
• Knowledge of industry regulatory requirements.

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 net 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 insights.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and CFPs to help clients reach their financial goals.
• Collaborate with Retail, Business Banking, Mortgage and Wealth for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relations

Outbound calling

Sales in banking

Communication skills

Relationship management

Regulatory knowledge

Bilingual - Mandarin/Cantonese

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Private Client Relationship Manager (PCRM) to engage directly with affluent clients, delivering personalized financial planning and advice through collaboration with Wealth Advisors and CFPs. You will expand the book of business by outbound outreach and in-branch introductions.

Responsibilities include growing deposits, investments, and lending balances, while maintaining exemplary client experiences.