Private Client Wealth Relationship Manager

Citizens; Freehold (NJ); On-site; USD 83,000 - 104,000; Full time

Job summary

Citizens Private Client seeks a seasoned Relationship Manager to engage affluent clients, develop tailored financial plans, and grow deposits, investments, and lending balances. You will collaborate with Wealth Advisors and CFPs to deliver personalized strategies and exceptional service.

The role emphasizes proactive outreach, client satisfaction, and cross-team collaboration across Citizens. Requires licenses and banking/wealth management experience with a client-centric, sales-focused mindset.

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).
• Demonstrated success in a client-centric, initiative-taking sales environment.
• Experience establishing and maintaining relationships with clients and internal partners.
• Knowledge of industry 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.
• 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 goals.
• Partner with colleagues in Retail, Business Banking, Mortgage and Wealth for a seamless client experience.
• Leverage Salesforce CRM to track activity.

Skills

Client relationships

Sales mindset

Regulatory knowledge

Education

Bachelor’s degree (preferred)

Tools

Salesforce CRM

Job description

Citizens Private Client seeks a seasoned Relationship Manager to engage affluent clients, develop tailored financial plans, and grow deposits, investments, and lending balances. You will collaborate with Wealth Advisors and CFPs to deliver personalized strategies and exceptional service.

The role emphasizes proactive outreach, client satisfaction, and cross-team collaboration across Citizens. Requires licenses and banking/wealth management experience with a client-centric, sales-focused mindset.