Private Client Relationship Manager

• 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 executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
• Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
• Provide exceptional, high-touch client experiences
• Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
• Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
• Leverage Salesforce CRM to track activity

• 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) licenses are required at the time of hire
• 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

Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire

• competitive pay
• comprehensive medical, dental and vision coverage
• retirement benefits
• maternity/paternity leave
• flexible work arrangements
• education reimbursement
• wellness programs