Elite Private Client Wealth Strategist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Private Client Relationship Manager to engage directly with affluent clients, delivering personalized financial planning and relations management. You will partner with Wealth Advisors and CFPs to develop strategic plans for high-net-worth clients and manage a book of business.

The role requires proactive outreach, deep client understanding, and a track record of selling sophisticated financial solutions while maintaining compliance and strong partner relationships

Qualifications

• Bachelor's degree preferred.
• 3–5 years banking, wealth management or equivalent experience.
• Experience with affluent/high-net-worth clients.
• SIE, Series 6/7 and Series 63/66 licenses required at hire.
• Strong client-centric sales capabilities.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients into a Book of Business via outbound calls and in-branch or partner referrals.
• Grow deposits, investments, and lending balances through comprehensive financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• Provide high-touch client experiences and coordinate with Wealth Advisors and CFPs.

Skills

Relationship building

Sales experience

Client service

Written & verbal communication

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Private Client Relationship Manager to engage directly with affluent clients, delivering personalized financial planning and relations management. You will partner with Wealth Advisors and CFPs to develop strategic plans for high-net-worth clients and manage a book of business.

The role requires proactive outreach, deep client understanding, and a track record of selling sophisticated financial solutions while maintaining compliance and strong partner relationships