Private Client Wealth Advisor

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

Benefits offered by this job

Competitive pay

Medical, dental and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens Bank is seeking a Private Client Relationship Manager to engage affluent clients, build a book of business and deliver personalized financial planning. You will partner with Wealth Advisors and CFPs, expanding deposits, investments and lending while providing high-touch service.

Strong communication and regulatory knowledge are essential for success. The role requires licenses (SIE, Series 6/7, Series 63/66) and experience with high-net-worth clients; a bachelor’s degree is preferred.

Qualifications

• 3–5 years of banking or wealth management experience.
• Experience with affluent and high-net-worth clients.
• SIE, Series 6/7 and Series 63/66 licenses required at hire.
• Excellent written and verbal communication.

Responsibilities

• Acquire and onboard new affluent clients into a Book of Business.
• Grow deposits, investments, and lending balances via financial planning.
• Deepen client relationships through proactive outbound engagements.
• Provide exceptional, high-touch client experiences.
• Collaborate with Wealth Advisors and CFPs to reach client goals.
• Partner with Retail, Mortgage and Wealth for seamless service.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship

Sales experience

Communication skills

Regulatory knowledge

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Bank is seeking a Private Client Relationship Manager to engage affluent clients, build a book of business and deliver personalized financial planning. You will partner with Wealth Advisors and CFPs, expanding deposits, investments and lending while providing high-touch service.

Strong communication and regulatory knowledge are essential for success. The role requires licenses (SIE, Series 6/7, Series 63/66) and experience with high-net-worth clients; a bachelor’s degree is preferred.