High-Net-Worth Private Client Manager

Citizens; New York (NY); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Retirement benefits

Education reimbursement

Flexible work arrangements

Paid time off

Job summary

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and excel in long-term financial planning. You will onboard new clients, expand deposits and investments, and coordinate with Wealth Advisors and CFPs to deliver tailored solutions.

The role emphasizes high-touch service, cross-team collaboration, and rigorous adherence to regulatory standards while leveraging Salesforce CRM to manage activity and client outcomes.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years banking/wealth management experience.
• Experience with affluent/high-net-worth clients.
• Licenses required at hire: SIE, Series 6/7 and Series 63/66.

Responsibilities

• Acquire and onboard new affluent and high-net-worth clients.
• Grow deposits, investments, and lending balances via financial planning conversations.
• Deepen client relationships through proactive outbound engagements.
• Provide exceptional high-touch client experiences.
• Engage Wealth Advisors and CFPs to help clients reach goals.
• Partner with Retail, Business Banking, Mortgage and Wealth for a seamless experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship management

Sales experience

Communication skills

Regulatory knowledge

Education

Bachelor’s degree

Licenses: SIE

Series 6/7 license

Series 63/66 license

Job description

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and excel in long-term financial planning. You will onboard new clients, expand deposits and investments, and coordinate with Wealth Advisors and CFPs to deliver tailored solutions.

The role emphasizes high-touch service, cross-team collaboration, and rigorous adherence to regulatory standards while leveraging Salesforce CRM to manage activity and client outcomes.