Private Client Wealth Relationship Manager

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

Job summary

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver long-term financial planning in partnership with Wealth Advisors and CFPs.

You will onboard new clients, expand assets and lending, and provide high-touch service while coordinating with Retail, Business Banking, Mortgage and Wealth teams. Salesforce experience is essential for tracking activity.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years banking, wealth management, or equivalent experience.
• Experience with affluent/high-net-worth clients.
• Licenses required: SIE, Series 6 (or 7), Series 63 (or 66) at hire; Life/Health/Accident insurance licenses can be obtained later.
• Proven client-centric, initiative-taking sales experience.
• Relationship building with clients and internal partners.
• Knowledge of regulatory requirements to ensure a sound control environment.
• Excellent written and verbal communication skills.

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 client goals.
• 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 CFPs to help clients reach financial goals.
• Partner with Retail, Business Banking, Mortgage and Wealth teams for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationship management

Sales skills

Communication

Regulatory compliance

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client is seeking a Relationship Manager to engage affluent clients and deliver long-term financial planning in partnership with Wealth Advisors and CFPs.

You will onboard new clients, expand assets and lending, and provide high-touch service while coordinating with Retail, Business Banking, Mortgage and Wealth teams. Salesforce experience is essential for tracking activity.