Elite Private Client Relationship Manager for HNW Clients

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

Benefits offered by this job

Competitive compensation

Medical, dental, vision coverage

Retirement benefits

Paid parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Private Client is hiring a Relationship Manager to engage affluent clients, expand the book of business, and deliver personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to exceed client expectations and coordinate across Citizens’ lines of business.

The role emphasizes high-touch client service, proactive outreach, and leveraging Salesforce CRM to track activity and drive results.

Qualifications

• Experience working with affluent and high-net-worth clients.
• Strong communication and interpersonal skills for a client-centric role.
• Demonstrated success in a sales environment and meeting targets.
• Knowledge of industry regulatory requirements and licensing prerequisites.

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 by conducting discovery and presenting personalized strategies.
• Deepen client relationships through proactive outbound engagements based on life events and financial triggers.
• Coordinate with Wealth Advisors and CFPs to help clients reach financial goals.

Skills

Client relationships

Sales experience

Affluent client service

Salesforce CRM

Communication skills

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client is hiring a Relationship Manager to engage affluent clients, expand the book of business, and deliver personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to exceed client expectations and coordinate across Citizens’ lines of business.

The role emphasizes high-touch client service, proactive outreach, and leveraging Salesforce CRM to track activity and drive results.