Private Client Wealth Relationship Manager

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

Benefits offered by this job

Medical, dental, vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Generous PTO policy

Job summary

Citizens Private Client seeks a Relationship Manager to engage affluent clients, drive long-term planning, and collaborate with Wealth Advisors and CFPs for tailored financial strategies.

Responsibilities include onboarding new clients, growing deposits and investments, and coordinating with other Citizens lines of business to deliver seamless, high-touch service. Strong regulatory knowledge and client communication are essential.

Qualifications

• Bachelor’s degree preferred.
• 3–5 years 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; Life/Health/Accident licenses obtainable after.
• Proven client-centric sales experience.
• Experience building relationships 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 clients via outbound calls and in-branch/partner introductions.
• Grow deposits, investments, and lending balances through discovery and financial planning.
• Deepen and retain client relationships through proactive outbound engagements.
• Provide exceptional, high-touch client experiences.
• Engage Wealth Advisors and CFPs to help clients reach goals.
• Partner with Retail, Business Banking, Mortgage and Wealth for seamless service.
• Leverage Salesforce CRM to track activity.

Skills

Client onboarding

Affluent clients

Sales driven

Education

Bachelor's degree (preferred)

Tools

Licensing: SIE/Series 6-7/63-66

Job description

Citizens Private Client seeks a Relationship Manager to engage affluent clients, drive long-term planning, and collaborate with Wealth Advisors and CFPs for tailored financial strategies.

Responsibilities include onboarding new clients, growing deposits and investments, and coordinating with other Citizens lines of business to deliver seamless, high-touch service. Strong regulatory knowledge and client communication are essential.