Private Client Wealth Advisor

Citizens Bank; North Olmsted (OH); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Retirement benefits

Education reimbursement

Job summary

Citizens Bank is seeking a Private Client Relationship Manager to engage affluent clients with tailored financial planning and ongoing advice. You will partner with Wealth Advisors and CFPS to deliver comprehensive banking solutions and superior client experiences.

This role emphasizes growth of assets and deposits, proactive outreach, and cross‑line collaboration across Retail, Mortgage and Wealth teams. 40-hour week with potential extra hours.

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). Life, Health, and Accident Insurance licenses can be obtained after hire.
• Demonstrated success in a client-centric, initiative-taking sales environment.

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 presenting personalized strategies.
• 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 Certified Financial Planners to help clients reach their financial goals.
• Partner with colleagues in Retail, Business Banking, Mortgage and Wealth for seamless service.
• Leverage Salesforce CRM to track activity.

Skills

Client-centric sales

Communication skills

Education

Bachelor’s degree (preferred)

Job description

Citizens Bank is seeking a Private Client Relationship Manager to engage affluent clients with tailored financial planning and ongoing advice. You will partner with Wealth Advisors and CFPS to deliver comprehensive banking solutions and superior client experiences.

This role emphasizes growth of assets and deposits, proactive outreach, and cross‑line collaboration across Retail, Mortgage and Wealth teams. 40-hour week with potential extra hours.