Private Client Growth & Planning Manager

Citizens Bank; Denville (NJ); On-site; USD 83,000 - 104,000; Full time

Job summary

Citizens Bank is seeking a Private Client Relationship Manager to engage affluent clients, deliver personalized financial planning, and build a durable book of business. You will partner with Wealth Advisors and CFPs, lead discovery conversations, and coordinate with Retail, Mortgage and Wealth teams to provide a seamless client experience.

The role emphasizes growth in deposits and investments, ongoing client engagement, and strict adherence to regulatory standards.

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.
• Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire.
• Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
• 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 conducting discovery and financial planning conversations.
• Deepen and retain client relationships through proactive outbound engagements based on life events and insights.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and CFPs to help clients reach financial goals.
• Collaborate with Retail, Business Banking, Mortgage and Wealth for seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client-focused sales

Relationship-building

Excellent communication

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Private Client Relationship Manager to engage affluent clients, deliver personalized financial planning, and build a durable book of business. You will partner with Wealth Advisors and CFPs, lead discovery conversations, and coordinate with Retail, Mortgage and Wealth teams to provide a seamless client experience.

The role emphasizes growth in deposits and investments, ongoing client engagement, and strict adherence to regulatory standards.