Private Client Relationship Manager - Forest Hills, NY

Citizens Financial Group; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical Dental Vision

Retirement benefits

Flexible work arrangements

Education reimbursement

Paid time off

Job summary

Citizens is seeking a Private Client Relationship Manager in Atlanta to deepen relationships with affluent clients, coordinating with banking, lending and investment partners to help meet short- and long-term goals. You will provide banking and lending solutions that protect and grow assets in a tax-efficient way.

Responsibilities include discovery to understand client dynamics, proactive outreach, and collaboration with CFPs and Advisors to tailor comprehensive plans across Citizens solutions.

Qualifications

• Bachelor’s degree or 3–5 years of relevant equivalent experience.
• Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses; at least one license required.
• Proven success in a client-centric, proactive sales environment.

Responsibilities

• Acquire qualified, new-to-wealth relationships through referrals and internal sources.
• Proactive outreach to manage, deepen, and retain relationships with high-net-worth clients.
• Collaborate with Financial Planners and Advisors to create and present comprehensive plans.

Skills

New client acquisition

Relationship management

Sales experience

Excellent communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce CRM

Job description

Role Overview

At Citizens, tailored advice and innovative solutions are central to helping clients navigate changing circumstances. As a Citizens Private Client Relationship Manager you will deepen relationships with affluent and high‑net‑worth clients, collaborating with colleagues across banking, lending and investing to help them achieve short‑ and long‑term financial goals. You will provide banking and lending solutions that help clients save, grow, and protect their assets in a tax‑efficient way, manage debt, secure income, and preserve legacy.

Responsibilities

• Acquire qualified, new‑to‑wealth relationships through leads and by developing internal and external referral sources to introduce the Private Client value proposition.
• Perform regular, proactive outreach to manage, deepen, and retain the relationships, creating remarkable experiences.
• Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager.
• Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partners for investments.
• Introduce appropriate opportunities to segment partners based on the client’s financial goals.
• Provide regular, value‑added engagement with clients via high‑touch face‑to‑face or virtual meetings, consistent communication, and access to financial education materials.
• Leverage Salesforce CRM tool to document client interactions in detail.
• Build an activity‑based business development plan centered around proactive outreach and follow‑up behaviors.

Qualifications

• Bachelor’s degree (preferred) or 3-5 years of relevant equivalent experience.
• Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At least one license is required; additional licenses can be obtained within a specific timeframe upon hire.
• Demonstrated success in a client‑centric, proactive sales environment.
• Experience cultivating relationships and new client acquisition.
• Success in new client acquisition, cultivating and maintaining relationships through exceptional service and revenue generation, including but not limited to planning, banking, lending product referrals and investment referrals.
• Experience establishing and maintaining relationships with clients and internal partners.
• Excellent written and verbal communication skills.
• Knowledge of industry regulatory requirements to ensure a sound control environment.

Compensation and Benefits

The salary range for this position is $70,000 – $90,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including location and relevant skills and experience.

Citizens offers competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Citizens’ paid time off policy exceeds the mandatory paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Work Schedule

Hours per week: 40. Work schedule: M–F.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.