Private Client Relationship Manager

Citizens Bank • Amherst, NY

431d

About The Position

The Private Client Relationship Manager (PCRM) at Citizens is responsible for engaging with affluent and high-net-worth clients to provide personalized financial planning and advice. The role focuses on acquiring new clients, deepening existing relationships, and collaborating with Wealth Financial Advisors and Certified Financial Planners to help clients achieve their financial goals. The position emphasizes a client-centric approach, continuous improvement, and professional development within a supportive team environment.

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. 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.

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.

Benefits

• Salary and opportunity to earn Incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree