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Private Client Relationship Manager

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Citizens Bank

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Banking

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Salary:

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Job Description:

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. We’re growing our team of Private Client Relationship Managers (PCRMs), as we work to substantially increase our Citizens Private Client services, and add to our commitment to the business. Citizens Private Client provides our affluent and high-net-worth clients personalized, world-class financial planning and advice to help them achieve their financial goals. Our culture of continuous coaching, professional development, and ongoing practice management support make this possible.

Job Responsibility:

  • Earn the title of ‘trusted advisor’ for clients by going through discovery conversations, uncovering goals, and create and implement a plan
  • Provide an exceptional onboarding experience for new clients, as you learn their personal preferences and their individual and/or family financial aspirations
  • Deepen relationships by offering banking and lending solutions based on your client’s needs
  • Collaborate with a dedicated Certified Financial Planner and Financial Advisor, to help clients with short- and long-term financial goals

Requirements:

  • Bachelor’s degree (preferred) or 5+ years relevant equivalent experience
  • SIE, Series 6, 7, 63, 65, or 66, and Life and Health Insurance Licenses
  • At least two licenses required
  • additional licenses can be obtained within a specific timeframe upon hire
  • Demonstrated success in a client-centric, initiative-taking sales environment
What we offer:
  • Wealth Colleague Development Program, a unique and in-depth, 5-week training experience
  • Understanding of business strategies, delivered by Private Client, Wealth Management, and Sales leaders
  • Understanding of the Citizens consultative client engagement process
  • Workshop on communication style, how to effectively motivate behavioral change, and social and emotional intelligence
  • Premium placed on collaborative partnerships, with dedicated time to socialize/network across roles
  • Ongoing coaching and professional development
  • Unique experiences for colleagues to get to know one another outside of day-to-day business
  • Volunteer time, organized by market, as part of monthly or quarterly team meetings
  • Opportunities to participate in onsite efforts or back-office gatherings supporting non-profits

Additional Information:

Job Posted:
December 31, 2025

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