Private Client Wealth Advisor

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

Job summary

Citizens Private Client is seeking a dedicated Relationship Manager to engage directly with affluent clients and exceed expectations by delivering long-term, personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to craft strategies and manage a book of business with a high-touch, client-centric approach.

The role emphasizes proactive outreach, growth in assets and deposits, and collaboration across Citizens teams to provide seamless financial solutions.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years in banking or wealth management.
• Experience with affluent/high-net-worth clients.
• Licenses: SIE, Series 6/7, Series 63/66 required at hire; Life/Health/Accident licenses can be obtained later.
• Strong client-centric, initiative-taking sales track record.
• Proven ability to build relationships with clients and internal partners.
• Knowledge of industry regulatory requirements.
• Excellent written and verbal communication.

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 aligned with clients’ objectives.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
• Partner with colleagues across Retail, Business Banking, Mortgage and Wealth for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client-centric

Sales driven

Relationship building

Communication skills

Regulatory knowledge

Team collaboration

Education

Bachelor’s degree (preferred)

Job description

Citizens Private Client is seeking a dedicated Relationship Manager to engage directly with affluent clients and exceed expectations by delivering long-term, personalized financial planning and advice. You will partner with Wealth Advisors and CFPs to craft strategies and manage a book of business with a high-touch, client-centric approach.

The role emphasizes proactive outreach, growth in assets and deposits, and collaboration across Citizens teams to provide seamless financial solutions.