Private Client Relationship Manager
$83,000–$104,000 year
On-siteNew York, United States
Job Summary
Acquire and onboard affluent clients through outbound calling and introductions, then grow net deposits, investments, and lending by executing comprehensive discovery and financial planning conversations. Deepen relationships via proactive engagements based on life events and triggers while partnering with Wealth Advisors and Certified Financial Planners to present personalized strategies. Provide high-touch client experiences and collaborate across Retail, Business Banking, and Mortgage lines to ensure seamless service, tracking all activity in Salesforce CRM. This role requires SIE, Series 6, and Series 63 licenses and supports Citizens' mission of continuous coaching and professional development for our private client team.
Required Qualifications
- 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
- 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
- Must be able to lift 50 lbs
Desired Qualifications
- Bachelor's degree (preferred)
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