Private Client Relationship Manager Job at Citizens Bank

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

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Private Client Relationship Manager

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