Apply on Employer Site

Citizens · 8 hours ago

Private Client Relationship Manager

Warwick, RI

Full-time

Onsite

Mid Level

3+ years exp

Citizens is committed to helping clients achieve their financial goals through a client-centric culture. The Private Client Relationship Manager will engage with affluent clients, providing personalized financial planning and collaborating with Wealth Advisors to enhance client experiences.

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 managementSIESeries 663 licensesSalesforce CRMFinancial planningRegulatory knowledgeCommunication skillsInitiative-takingTeam collaboration

Required

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

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