Elite Private Client Wealth Relationship Manager

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

Benefits offered by this job

Medical, dental, vision

Education reimbursement

Wellness programs

Maternity/paternity leave

Job summary

Citizens Private Client is seeking a Relationship Manager to engage with affluent clients, expanding their Book of Business through outbound calling and in-branch or partner introductions. You will collaborate with Wealth Advisors and CFPs to deliver personalized planning and strategies.

This role requires 3-5 years of banking or wealth management experience with licenses including SIE, Series 6/7, and Series 63/66. A Bachelor’s degree is preferred.

Qualifications

• Bachelor’s degree preferred; client-centric sales experience is valued.
• 3-5 years of 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) required at hire; Life, Health, and Accident licenses can be obtained later.

Responsibilities

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

Skills

Sales skills

Relationship building

Communication

Prospecting

Education

Bachelor’s degree (preferred)

SIE

Series 6/7

Series 63/66

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager to engage with affluent clients, expanding their Book of Business through outbound calling and in-branch or partner introductions. You will collaborate with Wealth Advisors and CFPs to deliver personalized planning and strategies.

This role requires 3-5 years of banking or wealth management experience with licenses including SIE, Series 6/7, and Series 63/66. A Bachelor’s degree is preferred.