Private Client Wealth Relationship Manager

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

Benefits offered by this job

Medical, dental, vision insurance

Retirement plan

Education reimbursement

Flexible work arrangements

Generous paid time off

Job summary

Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5 years of relevant experience, possess necessary financial licenses, and excel in communication. Citizens offers competitive pay, comprehensive benefits, and a supportive work culture.

Qualifications

• 3-5 years of banking, wealth management or equivalent experience.
• Experience working with affluent and high net-worth clients.
• Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) upon hire.
• Excellent written and verbal communication skills.

Responsibilities

• Acquire and onboard new affluent clients.
• Grow net deposits and investments through financial planning.
• Deepen client relationships through proactive engagements.
• Engage Wealth Advisors to meet client goals.

Skills

Client management

Sales skills

Communication

Financial planning

Education

Bachelor’s degree

Tools

Salesforce CRM

Job description

Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will have 3-5 years of relevant experience, possess necessary financial licenses, and excel in communication. Citizens offers competitive pay, comprehensive benefits, and a supportive work culture.