Apply on Employer Site

Citizens · 2 months ago

Private Client Relationship Manager

3514 West Chester Pike, Newtown Square, PA, 19073, US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Citizens is dedicated to helping clients achieve their financial goals through personalized financial planning and advice. As a Private Client Relationship Manager, you will engage with affluent clients to build relationships, provide exceptional service, and collaborate with Wealth Advisors to deliver tailored financial strategies.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

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

Qualification

Wealth management experienceClient relationship managementFinancial planning skillsLicenses SIELicenses Series 6Licenses 7Licenses 63Licenses 65Licenses 66Sales experienceCommunication skillsClient-centric mindsetRegulatory knowledgeTeam collaboration

Required

High School Graduate/GED

3 - 5 years of banking, wealth management or other relevant equivalent experience

Experience working with affluent and high net worth clients

A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon 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

Preferred

Bachelor's degree

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees