Private Client Relationship Manager

Primary 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.

Measures of Success

• Growth in net new investment assets in collaboration with Wealth Partners.
• Growth in new deposits including checking, savings, and CD balances.
• Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
• Client satisfaction survey results.

Qualifications, Education, Certifications And/or Other Professional Credentials

• 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. 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.

Compensation

• Salary and opportunity to earn Incentive compensation.
• Salary is commensurate with experience.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F; potential Saturday hours

About the Role

Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.

Benefits

At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

Schedule

Hours per Week: 40
Work Schedule: M-F; potential Saturday hours