High-Net-Worth Private Client Manager

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

Benefits offered by this job

Health and dental coverage

Retirement benefits

Education reimbursement

Wellness programs

Maternity/paternity leave

Job summary

Citizens Private Client is recruiting a Relationship Manager (PCRM) to engage directly with affluent clients, exceed expectations, and offer long-term financial planning. You will collaborate with Wealth Advisors and Certified Financial Planners to develop personalized strategies, expand the book of business, and deliver high-touch client experiences.

The role requires 3-5 years in banking/wealth management, with licensed credentials and strong communication skills.

Qualifications

• Bachelor’s degree (preferred).
• 3-5 years of banking, wealth management or other relevant equivalent experience.
• Experience working with affluent and high net worth clients.
• Licenses: SIE, Series 6/7 and Series 63/66 required at time of hire; Life, Health, and Accident Insurance licenses can be obtained later.
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Experience establishing and maintaining relationships with clients and internal partners.
• Knowledge of industry regulatory requirements to ensure a sound control environment.
• Excellent written and verbal communication skills.

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 net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
• Partner with colleagues in other lines of business to provide a seamless experience across Citizens.
• Leverage Salesforce CRM to track activity.

Skills

Excellent communication

Client-centric sales

Relationship building

Regulatory knowledge

Education

Bachelor’s degree (preferred)

Licenses: SIE, Series 6/7, Series 63/66

Tools

Salesforce CRM

Job description

Citizens Private Client is recruiting a Relationship Manager (PCRM) to engage directly with affluent clients, exceed expectations, and offer long-term financial planning. You will collaborate with Wealth Advisors and Certified Financial Planners to develop personalized strategies, expand the book of business, and deliver high-touch client experiences.

The role requires 3-5 years in banking/wealth management, with licensed credentials and strong communication skills.