Elite Private Client Relationship Manager — Flexible Hours

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

Job summary

Citizens Bank seeks a Private Client Relationship Manager to engage affluent clients and deliver personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to craft long-term strategies and grow client assets.

You will acquire new clients, expand deposits and investments, and collaborate across bank lines to ensure a seamless, high-touch experience. Strong regulatory knowledge and excellent communication are essential.

Qualifications

• Bachelor's degree preferred.
• 3–5 years of banking, wealth management, or equivalent experience.
• Experience working with affluent/high-net-worth clients.
• Licenses: SIE, Series 6 (or 7), Series 63 (or 66) required at hire.
• Strong client-first mindset and ability to collaborate with Wealth Partners.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business.
• Grow deposits, investments, and lending balances through financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPs to help clients reach goals.
• Coordinate with Retail, Business Banking, Mortgage, and Wealth for seamless service.
• Maintain activity in Salesforce CRM.

Skills

Client relationship management

Sales

Outbound calling

Financial planning conversations

CRM proficiency

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Citizens Bank seeks a Private Client Relationship Manager to engage affluent clients and deliver personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to craft long-term strategies and grow client assets.

You will acquire new clients, expand deposits and investments, and collaborate across bank lines to ensure a seamless, high-touch experience. Strong regulatory knowledge and excellent communication are essential.