Private Client Relationship Advisor

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

Job summary

Citizens Private Client seeks a Relationship Manager to engage affluent clients and deliver personalized financial planning. You will work with Wealth Advisors and CFPs to manage a book of business and help clients reach long-term goals.

You will onboard new clients, grow deposits and investments, and provide high-touch experiences. Collaboration across Retail, Mortgage and Wealth teams and Salesforce CRM proficiency are essential.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years banking, wealth management or related experience.
• Experience with affluent and high-net-worth clients.
• Licenses: SIE, Series 6 (or 7), Series 63 (or 66); Life/Health/Accident insurance licenses as applicable.

Responsibilities

• Acquire and onboard new affluent/high-net-worth clients via outbound calls and referrals.
• Grow deposits, investments, and lending balances through personalized financial planning.
• Deepen and retain client relationships through proactive engagements.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPs to reach client goals.
• Coordinate with Retail, Business Banking, Mortgage and Wealth for seamless service.
• Leverage Salesforce CRM to track activity.

Skills

Client-centric

Excellent written and verbal

Relationship building

Initiative-taking sales

Salesforce CRM proficient

Education

Bachelor’s degree (preferred)

SIE license

Series 6 (or 7) license

Series 63 (or 66) license

Life, Health & Accident Insurance licenses

Tools

Salesforce CRM

Job description

Citizens Private Client seeks a Relationship Manager to engage affluent clients and deliver personalized financial planning. You will work with Wealth Advisors and CFPs to manage a book of business and help clients reach long-term goals.

You will onboard new clients, grow deposits and investments, and provide high-touch experiences. Collaboration across Retail, Mortgage and Wealth teams and Salesforce CRM proficiency are essential.