Private Client Relationship Manager

Citizens Bank - Coventry, RI

Full-time - Mid Level

Coventry, RI

Credit Intermediation and Related Activities

About the position

The Citizens Private Client Relationship Manager (PCRM) is responsible for engaging with affluent and high-net-worth clients to provide personalized financial planning and advice. This role focuses on acquiring and onboarding new clients, deepening existing relationships, and collaborating with Wealth Financial Advisors and Certified Financial Planners to help clients achieve their financial goals. The PCRM is expected to deliver exceptional client experiences while leveraging tools like Salesforce CRM to track activities and measure success through growth in investment assets, deposits, and client satisfaction.

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.
• Understand a client's financial goals and present personalized strategies aligned with each client's objectives.
• Deepen and retain client relationships through proactive outbound engagements based on life events and financial triggers.
• 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 to provide clients a seamless experience across Citizens.
• Leverage Salesforce CRM to track activity.

Requirements

• 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.
• A minimum of two licenses required: SIE, Series 6 (or 7), 63 (or 66), and Life and Health, Accident Insurance 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.

Benefits

• Salary and opportunity to earn incentive compensation.